Client Manager (M&A Select)

Review, finalize, and deliver current and expiring exposure information to support renewal and placement activities.

Collaborate with internal teams, external partners, carriers, and clients to gather updated exposures and underwriting information.

Obtain updated client exposure documentation and perform coverage needs and gap analysis to ensure appropriate insurance solutions are applied.

Manage accurate billing implementation based on client instructions, carrier requirements, and internal procedures.

Design, prepare, negotiate, and deliver client fee and compensation agreements as needed.

Oversee process delivery to ensure legal, compliance, and documentation requirements are met.

Complete client proposals, renewal presentations, summaries, and other key client deliverables.

Lead and coordinate insurance due diligence activities related to mergers, acquisitions, and other corporate transactions, including review of target company insurance programs, identification of coverage gaps and exposures, and integration planning.

Partner with clients, brokers, carriers, legal teams, and transaction stakeholders to evaluate insurance implications of acquisitions and recommend appropriate risk management solutions.

Apply experience and subject matter expertise to support ongoing process improvement and operational efficiency.

Partner closely with peers and resources across domestic and international service centers to deliver consistent and high-quality client service.

Perform acquisition-related responsibilities align well with supporting clients through M&A transactions and insurance due diligence activities.