The Risk Advisor is responsible for acquiring new insurance accounts, maintaining client relationships, and achieving sales objectives through consultative selling and effective communication of complex insurance products.

The Risk Advisor generates new insurance clients, maintains existing accounts, and designs custom insurance plans while ensuring client education and satisfaction.

Manage client relationships for small commercial accounts: advise on coverage and risk management, bind coverage as authorized representative, oversee renewals and remarketing, prepare proposals and policy documents, assist with claims, conduct audits and reviews, and recommend process improvements to maintain retention and service quality.

Lead insurance risk due diligence and structure post-close insurance programs for private equity transactions. Advise sponsors on risk mitigation, coordinate multi-line insurance placements, negotiate with carriers, produce executive due diligence reports, and support portfolio risk management and business development.

Senior leader responsible for designing, placing, and executing complex cyber insurance and technology risk solutions for large clients. Advises CISOs and executives, leads renewals and carrier negotiations, shapes practice standards, supports producers and account teams, and drives market-facing growth and client engagements.

Lead revenue growth, retention, and placement excellence for the Management & Financial Lines practice. Manage complex client placements, mentor producers and account teams, strengthen carrier relationships, oversee operations and pipeline, drive cross‑selling and governance, and provide senior technical oversight on program design, renewals, and escalations to ensure best‑in‑class delivery.

The Risk Advisor is responsible for new insurance account production, sales activities, and maintaining client relationships while achieving revenue objectives and managing a profitable insurance book.

Lead insurance risk due diligence and structure post-close insurance programs for private equity transactions. Advise sponsors and portfolio companies on risk mitigation, coordinate multi-line insurance placements, negotiate with carriers, deliver executive-level due diligence reports, and support deal execution and portfolio risk management.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.