Account Executive, M&A And Private Equity Portfolio Solutions (gmaps)

Gallagher M&A And Private Equity Account Executive

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Gallagher's M&A and Private Equity and Portfolio Solutions Practice (GMAPS) is a specialized team committed to navigating the high-stakes, fast-paced world of mergers and acquisitions. The team focuses on reducing uncertainty, safeguarding value, and empowering clients to make informed decisions at every stage of the deal lifecycle.

The Role Of The Account Executive

The Account Executive (AE) serves as the strategic leader for Private Equity-backed clients, acting as the primary point of contact throughout the entire investment lifecycle. This role is responsible for orchestrating the client experience, from due diligence and onboarding to renewal planning and exit strategy, while ensuring seamless coordination of internal resources to deliver impactful solutions. Operating with urgency, precision, and a client-centric approach, the AE leverages Gallagher's comprehensive capabilities to safeguard the client's balance sheet, optimize insurance expenditures, and support business growth. This position demands advanced technical expertise, exceptional presentation skills, and the ability to navigate complex ownership structures and dynamic risk profiles. Collaborating closely with Producers, Account Managers, and specialty teams, the AE leads intricate engagements while fostering a culture of excellence and empowering team members to execute effectively.

Achieving success in this role involves maintaining, and growing a portfolio of business focused on Private Equity and Portfolio Company needs, while establishing a personal brand that aligns with Gallagher's high-performing, collaborative, and innovative culture.

Key Relationships

Reports to Managing Director, Portfolio Solutions, GGB, GMAPS GGB Producers Diligence Team Members Client and Branch Stakeholders

Key Responsibilities

The Account Executive is responsible for managing a dynamic desk with the capacity to handle diligence reviews and client phone calls that require immediate or same-day attention. This role demands responsiveness to same-day requests, particularly when policies are received or potential issues are identified, ensuring timely and effective solutions. The Account Executive provides plug-and-play solutions with minimal follow-up required from the diligence team, demonstrating a proactive and efficient approach to client needs. This position requires the ability to lead a team with a focus on exceptional service delivery, employing a lead-by-example mindset while effectively delegating tasks to ensure operational excellence. Responsiveness to clients is a key priority, with an expectation of providing a 24-hour turnaround on inquiries and maintaining clear communication without unanswered emails or delays. The Account Executive proactively identifies renewal restructuring opportunities based on M&A activity or performance trends, ensuring clients are positioned for success. Collaboration is essential in this role, as the Account Executive works closely with diligence, claims, and specialty teams to deliver a seamless and high-impact client experience.

Objectives For Success

Demonstrate knowledge of Private Equity (PE) dynamics, with PE expertise considered a valuable asset. Apply strong financial acumen, including understanding balance sheets, EBITDA, and accruals, to support client needs effectively. Take ownership of the entire client process, acting as the quarterback to coordinate resources and ensure seamless service delivery. Collaborate with clients to understand their values and align Gallagher's solutions to address their specific needs, rather than imposing pre-defined offerings. Leverage experience as a broker to negotiate coverage effectively through retail markets. Approach renewals with a strategic mindset, recognizing the need for restructuring based on past or upcoming acquisitions. Anticipate transitions from Guaranteed Cost (GC) to Loss Sensitive programs, ensuring proactive planning and execution. Maintain a strong understanding of the relationship between all lines of coverage, ensuring gaps are identified and closed. Present confidently to Private Equity firms in various contexts, including diligence reviews, deal evaluations, and prospective client meetings. Operate with urgency and a results-driven approach to meet the demands of fast-paced environments. Adapt to the dynamic nature of PE clients, understanding the need to remain "on" due to significant turnover within client organizations. Exhibit flexibility in working styles to support multiple producers effectively. Leverage strong communication and presentation skills to alleviate producers from heavy lifting during client engagements. Conduct swift and thorough reviews of insurance programs, identifying gaps such as policy ratings, missing coverages, incorrect language, or pricing for additional coverages. Ensure all communication is clear, concise, and impactful to drive understanding and action.

Cultural Expectations

Client-First Mentality "We are a Sales and Marketing Company dedicated to providing excellence in Risk Management Services to our clients." The Account Executive must exemplify a client-first approach by prioritizing the needs of portfolio companies, anticipating potential challenges, and delivering proactive solutions. The focus is on addressing client problems effectively, rather than adopting a sales-driven mindset. Collaborative Spirit "We support one another. We believe in one another. We acknowledge and respect the ability of one another." The Account Executive should collaborate seamlessly with diligence, service, and specialty teams, understanding that success is achieved through strong teamwork and partnership. Ownership & Accountability "Never ask someone to do something you wouldn't do yourself." The Account Executive leads by example, takes full ownership of client outcomes, and demonstrates a willingness to handle any task necessary to achieve exceptional results. Urgency & Problem-Solving "We run to problems – not away from them." The Account Executive must act with urgency, particularly in fast-paced deal environments, and consistently serve as a dependable problem-solver under pressure. Professional Excellence "We push for professional excellence. We can all improve and learn from one another." The Account Executive should demonstrate a commitment to continuous learning by staying well-informed on market trends, coverage structures, and the evolving dynamics of Private Equity. Empathy & Trust "Empathy for the other person is not a weakness. To trust and be trusted is vital." The Account Executive fosters trust with clients and internal teams by consistently demonstrating responsiveness, transparency, and respect in every interaction.

About You

Requirements: Bachelor's degree with 5+ years client service and/or claims management experience OR - High School degree/GED with 10+ years client service and/or claims management experience Property and Casualty Insurance License

Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training