Remote -National Account Director

First American; California, Santa Ana (MO, CA); Remote; USD 113,000 - 264,000; Full time

Job summary

An established industry player is seeking a National Account Director to join their dynamic team. This role involves advising clients on transactional risk insurance products and engaging with sophisticated stakeholders. You will leverage your legal and financial expertise to solve complex issues while maintaining strong relationships. The company values diversity and fosters an inclusive culture, making it a great place for innovative thinkers. If you have a passion for navigating complex transactions and enjoy working in a fast-paced environment, this opportunity is perfect for you.

Benefits

Medical insurance

Dental insurance

Vision insurance

401k

Paid time off

Paid sick leave

Employee stock purchase plan

Qualifications

• 5+ years of M&A experience in relevant fields.
• Ability to advise clients on complex transaction issues.

Responsibilities

• Identify and pursue new business opportunities.
• Negotiate transactional risk insurance coverage options.
• Analyze potential critical flaws impacting transactions.

Skills

M&A experience

Insurance expertise

Strong communication skills

Customer service skills

Relationship management

Legal and financial acumen

Education

Property & Casualty license

Excess/Surplus Lines license

Job description

Join a team that puts its People First! First American Property & Casualty Insurance Agency's Transactional Risk Solutions division is a surplus lines insurance brokerage providing customized insurance solutions for risks arising in commercial transactions. Since 1889, First American (NYSE: FAF) has believed in its people, fostering an environment where all feel welcome, supported, and empowered to innovate and reach their full potential. Our inclusive, people-first culture has earned numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also received awards as a best place to work for women, diversity, and LGBTQ+ employees, and have been featured on over 50 regional best places to work lists. For more information, please visit www.careers.firstam.com.

What We Do

We are looking to add a National Account Director to our growing team. In this role, you will advise new and existing customers on transactional risk insurance products related to commercial transactions. If you enjoy engaging with sophisticated stakeholders and leveraging your legal and financial expertise to solve complex issues, we would love to hear from you.

What You'll Do

• Identify and pursue new business opportunities with internal and external contacts.
• Provide insurance expertise in connection with acquisitions and dispositions of assets and businesses.
• Negotiate transactional risk insurance coverage options with insurance carriers, customers, and their attorneys.
• Review transaction and due diligence materials to understand target company profiles and provide preliminary terms.
• Analyze potential "critical flaws" impacting transactions and collaborate with the legal team on coverage or contractual risk management issues.
• Utilize deep experience and knowledge to handle complex situations creatively and effectively to close transactions.
• Serve as the primary client contact from initial engagement through policy issuance.
• Maintain a strong understanding of transactional risk insurance products, practices, and procedures.
• Work independently with significant decision-making authority, communicating with key stakeholders as an expert in the team.
• Negotiate RWI insurance policies.
• Operate efficiently in a fast-paced environment, multitask, and make quick decisions while maintaining underwriting integrity.

What You'll Bring

• At least five years of M&A experience as an attorney, transaction risk broker, underwriter, accountant, investment banker, or similar deal professional.
• Experience advising clients on practical insurance solutions for complex transaction issues.
• Property & Casualty license and Excess/Surplus Lines license, or the ability to obtain them within 60 days of employment.
• Strong written and verbal communication skills.
• Exceptional interpersonal, customer service, sales, and relationship management skills.
• Willingness to travel for industry conferences and client meetings.
• Robust legal and financial acumen.

Additional Details

This position is open to remote workers.

Pay Range: $113,000 - $263,800 annually. This range is an estimate and actual pay depends on factors such as experience, skills, and location.

Note: For candidates working from unincorporated areas within Los Angeles County, First American will consider all qualified applicants, including those with arrest or conviction records, in accordance with applicable laws. The company may review criminal history in connection with a conditional offer, especially if the history may impact job duties like handling confidential information, financial transactions, or meeting customer requirements.

What We Offer

We celebrate diversity, equity, and inclusion as key to our success. Our People First Culture encourages you to bring your full, authentic self to work. First American is an equal opportunity employer. We offer a comprehensive benefits package including medical, dental, vision, 401k, PTO, paid sick leave, and other benefits like an employee stock purchase plan.