ERS Leader, Private Equity and M&A

imafinancialgroup; Atlanta (GA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

Paid Time Off

Flexible Work Options

401(k)

Job summary

IMA Financial Group in the United States is seeking a senior leader to drive the Private Equity and M&A Practice's ERS book, shaping D&O programs for PE clients and coordinating with Cyber and ERS teams to optimize portfolio performance.

The role requires 12+ years in brokering, underwriting, claims or risk management, a JD preferred, and strong client-facing skills to build relationships and deliver sophisticated education and risk transfer insights.

Qualifications

• 12+ years of similar or related experience in brokering, underwriting, claims, legal, or risk management
• Juris Doctor degree preferred; four-year college degree required
• P&C license required; executive risk/designations preferred (MLIS, RPLU or similar)
• Excellent client-facing, written and verbal communication skills

Responsibilities

• Oversee growth and performance of the Private Equity and M&A ERS book of business
• Design, build, sell, implement and monitor proprietary D&O Portfolio Programs for PE clients
• Collaborate with Cyber team, Private Company ERS Leaders, and sales/marketing to drive new business
• Lead education initiatives, client communications, and reporting; manage budgets and expenses
• Set strategy and drive efficiency in internal review and reporting processes

Skills

Client facing skills

Communication skills

Executive leadership

Risk management knowledge

MS Office expert

Education

Juris Doctor degree

Bachelor's degree

JD preferred

Tools

EPIC/Agency Management

MS Office

Job description

ESSENTIAL JOB RESPONSIBILITIES:

• Supports and demonstrates IMA's core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Ultimately responsible for the growth and performance of the Private Equity and M&A Practice's ERS book of business including but not limited to the Fund Liability (GPL & VCAP), Portfolio Company go-forward D&O and runoff/tail coverage, and Portfolio Programs
• Works with producers, clients, prospects and other specialty practice leaders to design, build, sell, implement and monitor proprietary D&O Portfolio Programs for PE clients
• Works with the Cyber team for Cyber "Book" management and performance within the PE and M&A Practice including initial Cyber discussions with PE Producers, prospects and clients, and oversight of Cyber portfolio programs
• Works with Private Company ERS Leader for strategic assignment and management of New Business/"Book" Management including Player/Coach model and ownership of largest strategic placements and relationships
• Book of business management including strategic assignment and reassignment as needed contemplating growth, development of associate knowledge/expertise and opportunity for associates
• Collaborates with Sales & Marketing, Production, Carrier Relationships, Public & Private ERS and Cyber Teams
• Drives and supports new business initiatives and be resource to Private Equity and M&A producers
• Carrier/Market management including strategy, challenges and troubleshooting, coordinating with Private & Public Company ERS Leaders as deemed appropriate
• Complex ERS claims advocacy (supported by Claims team)
• Develops and executes upon education strategies & publications: provide internal associates (service and sales), prospects and external clients/policyholders sophisticated education and product deliverables about Executive Risk/Management Liability exposures, loss trends, regulatory matters and risk transfer options
• Sets strategy and executes best in class efficiencies in the ClientX Process - Internal Reviews, Business Reviews and various other stages/requests as needed
• Proficient with EPIC/Agency Management workflow as well as other IMA organizational workflows/processes
• Establishes and rolls out book of business/account/policy identification and reporting processes and needs for the practice within EPIC
• Creates and delivers value proposition
• Establishes and monitors Key Performance Indicators (profitability, client experience, associate satisfaction)
• Creates and communicates organizational strategy
• Offerings
• Initiatives
• Structure
• As needed, hire, train and grow best in class talent and technical strength of associates
• Ownership of IMA Budget and expense management for Private Equity and M&A ERS
• Travel required as needed for RFP presentations, client presentations, internal/external networking
• Executes strategy through others to create alignment, a positive mindset, and build capability in people and collaborate effectively
• Leads processes, understand the business, including its critical interdependencies, and the short and long-term trade-offs of decisions

REQUIRED EXPERIENCE AND SKILLS:

• 12+ years of similar or related experience, either on the brokering, underwriting, claims, legal or risk management industry required
• Four-year college degree required, higher education preferred
• Juris doctor degree preferred
• Expert MS Office products
• Expert Client Facing Skills (ability to build confidence, articulate complex concepts, deliver challenging messages)/Superior written and verbal communication skills required
• P&C license required
• Executive Risk/Management Liability specific designations preferred (MLIS, RPLU, other Insurance or Risk Management designations)
• #LI-JS1

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development.

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do