Senior Private Equity Broker

NFP Corp; 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 Corp in Santa Ana, California is seeking a Senior Private Equity Broker responsible for managing new and renewal business on behalf of private equity sponsors. This role focuses on complex placements, serves as a senior advisor throughout the investment lifecycle, and carries leadership responsibilities for mentoring team members.

The ideal candidate will have a minimum of seven years of insurance experience, a high level of communication, negotiation capabilities, and strong analytical skills. NFP offers a competitive salary range of $205,000 to $273,000 plus performance incentives.

Qualifications

• Minimum seven years of insurance experience, specifically with private equity-backed clients or M&A transactions.
• Leadership experience preferred.

Responsibilities

• Coordinate and manage broking activities around renewals and transactions.
• Lead negotiations with carriers and wholesalers.
• Serve as senior insurance advisor to private equity sponsors.
• Support insurance due diligence for acquisitions.
• Develop post-close insurance structures.

Skills

Leadership skills

Communication

Negotiation capabilities

Analytical skills

Problem-solving skills

Education

Bachelor's degree or equivalent

Tools

P&C license

CPCU

CIC

ARM

Job description

Senior Private Equity Broker

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 is an inclusive Equal Employment Opportunity employer.