Remote -National Account Director

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; Santa Ana (CA); Remote; USD 113,000 - 264,000; Full time

Job summary

A leading financial advisory practice is seeking a Remote National Account Director to advise on transactional risk insurance. The role involves engaging with clients, negotiating coverage options, and leveraging expertise to solve complex issues. Ideal candidates will have significant M&A experience and strong communication skills. Join a diverse team that prioritizes a people-first culture and offers competitive pay.

Qualifications

• Five or more years of M&A experience in relevant fields.
• Ability to advise on practical insurance solutions.

Responsibilities

• Identify and engage in new business opportunities.
• Negotiate transactional risk insurance coverage options.
• Serve as primary client contact throughout the process.

Skills

Communication

Customer Service

Sales

Relationship Management

Legal Acumen

Financial Acumen

Education

Property & Casualty License

Excess/Surplus Lines License

Job description

Join to apply for the Remote - National Account Director role at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC.

Who We Are

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 customers with customized insurance solutions for risks arising in commercial transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. 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 be responsible for advising new and existing customers on transactional risk insurance products available for risks arising in commercial transactions. If you love interacting with a variety of sophisticated stakeholders leveraging your legal and financial acumen to solve complex issues, we’d love to talk to you.

What You’ll Do

1. Identify and engage in new business opportunities with internal and external contacts.
2. Provide insurance expertise in connection with acquisitions and dispositions of assets and businesses.
3. Negotiate transactional risk insurance coverage options with insurance carriers, customers, and their attorneys.
4. Review transaction and due diligence materials to understand target company profiles and provide preliminary terms.
5. Analyze “critical flaws” potentially impacting the transaction and work closely with legal team on coverage or contractual risk management issues that need to be contemplated in the purchase agreement.
6. Leverage deep experience, knowledge, and data, dealing with complex situations requiring creativity and ingenuity to work and close the transaction.
7. Serve as primary point of client contact on insurance opportunities from initial engagement through closing and policy issuance.
8. Deep understanding of the fundamental concepts, practices, and procedures of transactional risk insurance products and processes.
9. Works independently with wide latitude for decision making, communicating with key stakeholders and is seen as an expert on our team leading this important practice.
10. Negotiate RWI insurance policies.
11. Work in a fast-paced environment, multi-task and make quick decisions while maintaining underwriting integrity.

What You'll Bring

1. Five or more years of M&A experience as an attorney, transaction risk broker, underwriter, accountant, investment banker, or other deal professional.
2. Experience advising business clients on practical insurance solutions to solve complex issues arising in transactions.
3. Property & Casualty license and Excess/Surplus Lines license, or ability to be licensed within the first 60 days of employment.
4. Strong written and verbal communication skills.
5. Exceptional interpersonal, customer service, sales, and relationship management skills.
6. Willingness to travel to industry conferences and customer meetings as necessary.
7. Strong legal and financial acumen.

This job is open to remote workers

Pay Range: $113,000-$263,800 annually

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer

We embrace individuality and support diversity, equity, and inclusion. Our People First Culture celebrates diversity, equity, and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.