Senior Private Equity Broker

NFP, an Aon company; Santa Ana (CA); On-site; USD 205,000 - 273,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a Senior Private Equity Broker in Santa Ana, California. This role is accountable for broking new and renewal business for private equity sponsors and portfolio companies, emphasizing significant placements and serving as a senior advisor throughout the investment lifecycle. Responsibilities include managing broking activities, leading negotiations, and mentoring team members. The position offers a competitive salary ranging from $205,000 to $273,000, with additional benefits like health programs and 401(k).

Qualifications

• Minimum seven (7) years of insurance experience, especially with private equity or M&A.
• Active P&C license required.
• Leadership experience preferred.

Responsibilities

• Manage broking activities for renewals and transactions.
• Define go-to-market strategies for complex placements.
• Lead negotiations with various stakeholders.
• Mentor and develop brokers and account management teams.

Skills

Leadership and portfolio management skills

Communication capabilities

Negotiation capabilities

Understanding of private equity structures

Analytical skills

Problem-solving skills

Education

Bachelor’s degree or equivalent

Job description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: https://www.NFP.com.

• This role has the potential to work anywhere in the U.S.

Summary

The Senior Private Equity Broker is responsible for broking new and renewal business on behalf of private equity sponsors and their portfolio companies, managing all aspects of placements from initial market strategy through policy delivery. This role focuses on the largest and most complex placements and serves as a senior advisor to private equity sponsors across the full investment lifecycle, including pre‑acquisition due diligence, transaction execution, post‑close integration, and ongoing portfolio risk optimization. The role also carries leadership responsibility for mentoring team members and cultivating strong carrier, sponsor, and advisor relationships.

Essential Duties And Responsibilities

• Proactively coordinate and manage broking activities around renewals and transactions in accordance with NFP service standards
• Define and execute go‑to‑market strategies for complex placements to achieve optimal client outcomes
• Lead negotiations with carriers, wholesalers, and specialty markets
• Execute placements demonstrating deep understanding of client risk profiles
• Partner with account management teams to deliver complete, high‑quality submissions and client proposals
• Develop creative solutions for difficult placement scenarios
• Partner with account team in presenting proposals and recommendations to clients and internal stakeholders
• Oversee the review of binders and policies for accuracy and alignment with negotiated terms
• Mentor, support and develop brokers and account management team
• Maintain strong carrier and wholesale relationships
• Lead team in executing on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization
• Demonstrate a strong understanding of a variety of P&C risk financing strategies
• Utilize data and analytics to provide insight and enhance client programs

Private Equity & Transaction Responsibilities

• Serve as senior insurance advisor to private equity sponsors and operating partners
• Lead and support insurance due diligence for acquisitions, including program reviews and gap identification
• Develop post‑close insurance structures and integration strategies
• Support deal teams with pro formas and accelerated placement execution
• Advise on portfolio‑wide insurance governance and benchmarking
• Collaborate with legal, tax, and transaction advisors

Coverage Expertise

Demonstrate expertise across PE‑relevant coverages including property, casualty, management liability (D&O, EPLI, fiduciary), cyber, environmental, executive risk, transactional liability, and complex excess structures, coordinating with specialty teams as appropriate.

Knowledge, Skills, And/or Abilities

• Strong leadership and portfolio management skills
• Excellent communication and negotiation capabilities
• Deep understanding of private equity structures, deal cycles, and sponsor priorities
• Strong analytical and problem‑solving skills
• Ability to manage complex, fast‑paced workloads

Education And/or Experience

• Bachelor’s degree or equivalent
• Minimum seven (7) years of insurance experience, including private equity‑backed clients or M&A transactions
• Leadership experience preferred

Certificates, Licenses, Registration

• Active P&C license required
• Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred

What We Offer

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $205,000 to $273,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.