Senior Private Equity Insurance Advisor & 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

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).