Head of Sales

Role Overview The City of New York is hiring a Head of Private Equity for its Asset Management team. This leader oversees private equity investments, shaping strategy and driving execution to support the city's financial objectives. What You Will Do Direct private equity investment activities, focusing on maximizing returns in line with organizational goals. Lead and mentor a team of investment professionals. Develop and implement investment strategies for the private equity asset class. Build and maintain relationships with stakeholders and investors. Navigate complex investment environments and make informed decisions. Location This position is based in New York City.

About MosaicMosaic is an innovative AI-powered deal modeling platform designed for the private equity sector, trusted by top-tier investors and advisors such as Warburg Pincus, CVC, New Mountain, and Evercore. Our platform streamlines and standardizes essential deal analyses—like LBOs and DCFs—allowing investment teams to accelerate processes, minimize spreadsheet risks, and allocate more time to strategic investment decisions.Combining deterministic, rules-based calculations with AI-enhanced automation, Mosaic delivers consistent, audit-ready outputs that private equity, private credit, and investment banking teams can rely on for billion-dollar transactions.At Mosaic, we are committed to creating the AI-driven operating system for the world’s most sophisticated investors and their advisors. As we expand rapidly, we are actively seeking talent across engineering, product development, customer enablement, and go-to-market teams.For those eager to be at the crossroads of high finance and cutting-edge technology, Mosaic presents a unique opportunity to influence the industry landscape for years to come.Discover more about our journey:BloombergFinancial TimesNY PostAbout the RoleAs a Go-To-Market Associate on the Private Equity team, you will play a pivotal role in driving Mosaic’s growth by establishing long-term relationships with both existing and prospective clients. You will guide them through product adoption and identify new opportunities to expand our reach within their firms.You will manage client engagements from initiation through to completion, including introductory calls, onboarding, training, and assisting elite private equity firms in automating their Investment Committee processes. Leveraging your expertise in private equity, you will serve as a trusted advisor, aligning Mosaic’s capabilities with practical workflows and integrating our platform with traditional Excel models used by some of the largest and most sophisticated firms in the industry.

Join our dynamic Private Equity and M&A team as a Project Manager! At IMA Financial Group, we're committed to enhancing our growth strategy through the establishment of specialized practice areas tailored to the unique needs of our clients. In this role, you will spearhead the due diligence process from initial contact to deal closure, collaborating with various departments to ensure that our private equity investors and corporate clients receive exceptional service.Your responsibilities will include:Embodying and promoting IMA’s core values.Championing diversity, equity, and inclusion within the organization.Conducting thorough analyses of due diligence data, including reviewing and organizing relevant materials.Contributing to client presentations and fund stewardship reports with minimal supervision.Delivering consistently high-quality service to clients.Evaluating existing and historical insurance programs of target companies to assess coverage adequacy.Collaborating with specialists to analyze transaction-specific exposures and risks.Estimating pricing for transaction-specific and post-close coverages.Projecting the annual cost of risk associated with target companies' insurance programs.Working with client advantage partners to address insurance-related considerations post-transaction.

About F2 AIF2 AI is an innovative AI platform designed specifically for private market investors. Our mission is to revolutionize the way institutional teams underwrite, conduct due diligence, and allocate capital. By transforming disorganized, unstructured deal materials into actionable, investment-grade insights within minutes, we empower private credit funds, commercial banks, and private equity firms to make quicker and more confident decisions. Supported by prominent investors like NFX and Y Combinator, we are expanding our exceptional product and engineering team to shape the future of vertical AI in finance.Role OverviewAs a Business Development Representative (BDR), you will be at the forefront of F2 AI's market strategy, dedicated to generating a robust pipeline within commercial banks. Your responsibilities will include identifying, engaging, and qualifying potential customers, laying the groundwork for successful enterprise sales cycles.You will collaborate closely with our sales, marketing, and leadership teams to enhance our outbound strategy and messaging, helping to establish F2 AI's presence in large, regulated financial institutions. This position is perfect for a motivated, inquisitive seller early in their career who seeks extensive exposure to enterprise sales, AI technology, and the commercial banking sector.Your ResponsibilitiesAs a BDR at F2 AI, your primary objective will be to drive pipeline creation. You will play a vital role in identifying and qualifying leads, spearheading outreach campaigns, and supporting our overall sales efforts.Manage inbound leads: Quickly respond to and qualify incoming inquiries from General Partners, lenders, and private market deal teams.Implement outbound campaigns: Collaborate with Mid-Market and Enterprise Account Executives to create and execute outbound outreach targeting high-value accounts.Schedule impactful meetings: Your effectiveness will be evaluated based on the number of qualified meetings arranged and pipeline generated.Assist in creating sales collateral: Work with Account Executives and Marketing to refine messaging, customize outreach, and develop presentations and one-pagers.Maintain CRM accuracy: Ensure our pipeline is consistently accurate and updated in HubSpot/Salesforce.Deepen product knowledge: Gain comprehensive understanding of private market workflows and F2 AI's unique offerings to enhance your credibility with clients.

The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for the venture capital, private equity, and private credit sectors. With over 65,000 companies in more than 160 countries relying on our platform, we provide the essential tools needed to build, invest, and scale with confidence.Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Designed to enhance the strategic impact of fund CFOs, our solutions have received accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, showcasing our commitment to reshaping private market infrastructure.Together, we are creating an end-to-end ERP platform tailored for private markets. Traditional ERP solutions often fall short for Private Funds, necessitating a comprehensive software solution that replaces outdated spreadsheets and disconnected service providers. Carta's software is revolutionizing private markets to mirror the efficiency of public markets, providing a unified ERP for private capital.For more about our culture and work environment, please visit our Carta careers page.The Team You’ll Work WithAs the Director of Sales for our Private Equity - Fund Administration team, you will spearhead the development and execution of strategic initiatives aimed at driving growth across our suite of Fund Administration solutions tailored for Private Equity, Private Credit, and Real Estate Funds. You will lead, mentor, and manage a high-performing team of sales professionals, guiding them in presenting our comprehensive product offerings, including Fund Administration, portfolio management, analytics, investor management, and more.In this leadership role, you will oversee a consultative sales process that highlights the advantages of our premier fund administration platform and services, customized to meet the evolving reporting needs of our clients. You will champion our technology to ensure it aligns with the requirements of both fund GPs/Admins and their investors/LPs. This position offers the unique opportunity to collaborate cross-functionally with product, marketing, and client success teams to drive product adoption and market expansion.The Problems You’ll SolveYour primary challenge will be to drive new business growth within our Private Equity Investors sales motion, focusing on month-over-month and year-over-year net new ARR growth.

About JuniorAt Junior, we are innovating the future of investment research with our state-of-the-art LLM-powered tools designed specifically for elite deal teams. Our esteemed clientele includes many of the world's top 10 global private equity firms, renowned Big 4 professional services companies, and leading consulting practices, all of which manage billions of dollars in investments annually.As a profitable and self-sustaining company, we have built a dynamic team of approximately 28 talented individuals across our offices in London and New York. We experienced a remarkable 10x revenue growth in 2025 and anticipate further expansion of 2-3x this year. Junior's solutions are saving our clients an average of 10 hours per week, and we are rapidly expanding our reach into new sectors, including investment banking, hedge funds, and research firms. The RoleInvestment banking represents a significant opportunity for Junior. With transactions ranging from $100k to $2M in annual contract value (ACV), the workflows in this sector are primed for AI-driven transformation. This position offers the chance to pioneer our entry into this market, allowing you to develop your own strategies rather than merely following a pre-existing plan.We seek an individual who can confidently engage with senior executives in top-tier banks, including Chief Compliance Officers and Chief Technology Officers. It is vital that you possess a deep understanding of how investment banks operate, recognize their challenges, and effectively communicate the advantages of our AI-powered workflow solutions to influential stakeholders who are both intrigued and cautious.Your primary goal in your first year will be to generate £2-4 million in new revenue. You will take charge of the entire sales cycle—from identifying potential accounts to closing deals—while expertly navigating complex procurement processes, security assessments, and multi-stakeholder decision-making. ResponsibilitiesProspect and secure new business within the investment banking sector, targeting enterprise deals with ACVs between $100k and $2M, typically involving 6-12 month sales cycles.Develop and implement comprehensive account strategies for target banks, identifying key stakeholders, quantifying market opportunities, and pinpointing optimal entry points across compliance, technology, and business divisions.Conduct discovery meetings and product demonstrations with senior bank executives, effectively translating Junior's capabilities to address their specific workflows and pain points.Manage intricate enterprise procurement processes, including security reviews, data residency considerations, IT integrations, and planning for multi-team rollouts.Create and present a tailored C-level value proposition and ROI framework specifically designed for the investment banking segment.

The Company You’ll JoinCarta connects founders, investors, and limited partners through innovative software tailored for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies across more than 160 countries, Carta’s platform provides comprehensive software solutions that empower you to build, invest, and scale with confidence.Carta’s Fund Administration platform supports over 9,000 funds and SPVs, overseeing nearly $185 billion in assets under management. Our tools are designed to augment the strategic impact of fund CFOs. Recognized by leading publications such as Fortune, Forbes, and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.We are on a mission to create an end-to-end ERP platform for private markets. Traditional ERP solutions often fall short for Private Funds, which necessitate a cohesive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software is redefining the landscape for the Office of the Fund CFO, establishing a new category of software that aligns private markets with public market standards—a connected ERP for private capital.For more insights into our offices and culture, visit our Carta careers page.The Problems You’ll SolveAt Carta, we empower our team members to unlock the potential of participation in private markets. We believe that the challenges we tackle today pave the way for tomorrow's opportunities. As a Business Development Manager, Private Equity Partners:You will play a pivotal role in expanding Carta’s market presence by strengthening existing partnerships and forging new connections within the private equity and credit sectors. You will serve as a key representative of Carta within the Private Funds ecosystem, driving deeper penetration of our offerings.Create advocates for Carta’s fund administration products—including fund formation, SPV formation, valuations, KYC/AML, and portfolio insights—by collaborating with partners who support mid-market and upmarket private funds.These partners encompass law firms, accounting firms, consultants, placement agents, compliance firms, industry groups, investment platforms, and wealth managers, among others.Collaborate across functions with Product, Delivery, Engineering, Implementations, Support, Sales, and Marketing teams to gather industry feedback and relay insights internally.

About F2-AIF2-AI is revolutionizing the investment landscape by creating an innovative AI platform tailored for private market investors. Our technology transforms complex, unstructured deal content into actionable insights within minutes, enhancing decision-making processes. With strong backing from top-tier investors, we are rapidly expanding and at the forefront of the convergence of AI, data, and strategic investment.We cater to private equity and private credit firms that prioritize speed, accuracy, and reliability in their operations. As we scale, we are committed to enhancing our sales leadership to meet the increasing demand with expertise and integrity.The RoleWe are seeking a dynamic Head of Sales to spearhead and expand F2-AI's revenue initiatives within the private equity and private credit sectors. This senior player-coach position will report directly to the Chief Revenue Officer (CRO) and will be based at our New York City office. You will lead a team of two seasoned Account Executives while engaging in high-stakes negotiations, shaping sales strategies, and collaborating closely with executive leadership.This role is focused on direct sales to private equity and credit firms and is separate from our commercial and investment banking endeavors. It presents an exciting opportunity to influence how sophisticated investors engage with F2-AI and to lay the groundwork for a scalable enterprise sales operation.What You’ll DoDrive revenue generation for private equity and credit clientsMentor, lead, and grow two accomplished Account Executives in a player-coach modelEngage actively in intricate, high-value sales cycles with senior stakeholdersDevelop and enhance a repeatable enterprise sales process tailored to our investor ideal customer profile (ICP)Skillfully navigate multi-stakeholder purchasing processes with authority and precisionCollaborate with product and leadership to shape the product roadmap and go-to-market strategyContribute to defining the future growth and structure of the sales teamYou’ll Thrive in This Role If YouPossess experience as an investor, analyst, or associate with a history of selling software to investorsHave a deep understanding of investment workflows and enterprise sales processesDemonstrated success in closing mid to high-value software deals with extended sales cyclesComfortable managing complex, multi-stakeholder sales processesExhibit strong judgment, executive presence, and credibility during investor discussionsBring people management experience or are passionate about developing others

Join the Team at BridgewaterAs a leading asset management firm, Bridgewater Associates is dedicated to providing unparalleled insights and partnerships for some of the most sophisticated institutional investors worldwide. Our mission is to deeply understand the intricacies of global markets and economies, leveraging cutting-edge technology alongside timeless investment principles.Founded in 1975, we embody a community of independent thinkers committed to excellence and continuous improvement. Our culture emphasizes transparency, openness, and inclusion, allowing us to tackle the most complex challenges in investment strategy, management, and corporate culture.To learn more about our innovative approach, visit our website here.

About Bridgewater AssociatesBridgewater Associates is a leading asset management firm dedicated to providing innovative insights and collaboration for the most discerning global institutional investors.Our investment approach is grounded in a relentless desire to comprehend the intricacies of global markets and economies, utilizing cutting-edge technology to validate and implement age-old, universal investment principles.Founded in 1975, we pride ourselves on a culture of independent thought and a steadfast commitment to excellence. By nurturing an environment of openness, transparency, and inclusivity, we aim to decipher the most complex issues in investment strategy, management, and corporate culture.For more information about Bridgewater, please visit our website.

The City of New York seeks a Director of Race, Equity, and Strategies to lead efforts that advance racial equity and inclusion throughout city government. This leadership role shapes policies and programs that address systemic inequities, aiming to ensure all New York City communities have fair access to resources and opportunities. Main responsibilities Direct initiatives that promote racial equity and inclusion across city departments. Shape and improve policies and programs to address systemic inequities. Create and implement strategic plans to foster equity within city operations. Review current policies and suggest improvements where necessary. Advocate for reforms that support equitable access and outcomes for all communities. Collaborate with community organizations, city agencies, and civic leaders to drive meaningful change. Collaboration and impact This position requires frequent partnership with local organizations and government partners. The Director’s work supports citywide efforts to build more equitable systems and strengthen trust with New York City’s diverse communities.

CONTROLLERLocation: New York City (Hybrid)Type: Full-timeAbout the FirmAt Contradict Capital, we are a dynamic investment platform dedicated to acquiring and scaling lower-middle-market businesses through strategic control investments. Our long-term approach fosters close partnerships with management teams, focusing on operational enhancements and sustainable value creation. Currently, we are managing our inaugural institutional fund with approximately $300 million committed capital, targeting control-oriented private equity investments across selected sectors.Position OverviewWe are seeking a highly skilled Controller to lead our accounting, financial reporting, and internal control initiatives across the firm and its investment vehicles. This pivotal role demands collaboration with senior leadership, auditors, tax advisors, and external administrators. As we expand, the Controller will be instrumental in building a scalable financial infrastructure.Key ResponsibilitiesOversee firm and fund accounting, including month-end and year-end close processes.Manage general ledger activities, journal entries, account reconciliations, and supporting schedules.Oversee cash controls, banking relationships, and cash forecasting; review daily cash and investment activity as applicable.Coordinate capital calls, distributions, and capital account activity; maintain supporting documentation and audit trails.Review management fee calculations, expense allocations, and related billing/LP reporting support.Prepare or oversee the preparation of quarterly and annual financial statements and supporting disclosures.Collaborate with external fund administrators, auditors, and tax advisors to ensure timely and accurate reporting.Support partnership audit and tax processes with schedules and analysis for external auditors and tax preparers.Enhance and maintain internal controls, policies, and procedures, ensuring proper documentation and process discipline.Assist with transaction-related accounting considerations, including the onboarding of new investments and integration planning.Partner cross-functionally with legal, tax, operations, and investment teams on new investments and restructurings.

Gongio is seeking a Senior Manager of Equity Administration to lead the company’s equity management operations. This position centers on overseeing equity plan administration and making sure all activities align with legal and regulatory standards. What you will do Direct the day-to-day operations involved in equity plan administration Collaborate with teams throughout the company to refine equity-related programs and processes Help employees understand their equity benefits by supporting educational efforts Monitor and maintain compliance with all applicable regulations and requirements Location This position is available to candidates based in Austin, Chicago, New York City, Salt Lake City, or San Francisco.

About D.A. Davidson & Co. D.A. Davidson & Co. offers a broad range of financial solutions for individuals, institutions, corporations, and government clients. The firm delivers personalized advice, nationally recognized research, and investment banking services to help clients meet their financial goals. Role Overview: Vice President, Equity Capital Markets This full-time position is based in New York, NY. The Vice President will play a key role in the Equity Capital Markets team, managing initiatives that support clients with public offerings, private placements, and advisory projects. What You Will Do Oversee strategic projects related to public offerings, private placements, and advisory services. Translate directives from the Director and Managing Director into clear, actionable tasks. Delegate assignments to Associates and Analysts, ensuring timely and successful completion. Mentor junior bankers and support their professional growth. Build and maintain strong relationships with clients. Location New York, NY

Company OverviewAt accordion, we redefine the finance landscape. As a pivotal partner in private equity, we bridge the gap between sponsors and CFOs. Leveraging a blend of data, technology, and AI, we empower our clients to unlock value and enhance the office of the CFO in their journey towards comprehensive value creation.If you thrive on tackling challenging problems and seek personal and professional growth, join our team of over 1,400 finance and technology specialists in a nurturing, collaborative environment.Supported by leading private equity firms and headquartered in New York, with a global presence across ten offices, we are a rapidly growing, entrepreneurial firm eager to recruit individuals ready to contribute to our remarkable journey. Make your impact with us.Position OverviewAs the Corporate Development Manager, you will spearhead our inorganic growth initiatives—from identifying and assessing opportunities to negotiating key terms and facilitating post-acquisition integration. This essential role will work closely with the Head of M&A to:Manage the entire M&A lifecycle, including pipeline development, due diligence, valuation, deal structuring, and integration.Convert investment theses into actionable business frameworks with measurable synergies, return expectations, and execution strategies.This position is based in our New York City office and offers a hybrid work arrangement, allowing for two remote workdays each week, combining efficiency and collaboration. Ideal candidates should be local to the NYC area.Note: This position is not eligible for immigration sponsorship.Key Responsibilities:Pipeline and Sourcing – Establish and nurture a prioritized list of targets aligned with strategic goals; build relationships with founders, bankers, and investors; assess incoming opportunities with clear fit/no-fit rationale.Deal Evaluation – Conduct thorough commercial, financial, and operational assessments; structure scenarios and synergy cases; present go/no-go recommendations to executive stakeholders.Financial Modeling and Valuation – Create detailed financial models, including three-statement, DCF, trading/transaction comparisons, and LBO downside scenarios; outline offer ranges and establish risk-adjusted returns.Diligence Leadership – Lead cross-functional diligence teams (legal, finance, tax, HR, operations); manage the data room, track Q&A, resolve red flags, and prepare findings for investment committee review.Deal Structuring and Negotiation – Draft and refine key documents (NDAs, LOIs, term sheets, purchase agreements).Integration Planning and Oversight – Develop and oversee integration plans to ensure smooth transitions post-acquisition.

Company Overview At Accordion, we believe in redefining the finance landscape, particularly in unlocking the value potential within private equity-backed portfolio companies. Our team operates at the intersection of sponsors and management teams, providing hands-on, execution-focused support throughout every phase of the investment lifecycle, ultimately enhancing the office of the CFO. Joining Accordion means becoming part of a dynamic community of over 1,400 finance and technology professionals in an agile, high-growth, entrepreneurial environment. Here, you can make a significant impact on the future of Accordion by participating in a culture that prioritizes collaboration and a collective commitment to building something exceptional. Based in New York City, Accordion has a global presence with 10 offices worldwide. We invite you to be a part of our journey! Transformation: Finance Transformation As the complexity of business transactions continues to grow, CFOs of private equity-backed firms are increasingly driven to extract strategic insights that propel their businesses forward. Today’s finance organizations are evolving beyond mere reporting; they are tasked with analyzing data to deliver insights that inform critical business decisions. Efficient processes and robust control environments expedite financial reporting and enhance accuracy, allowing finance teams to focus on generating future enterprise value. Accordion’s Transformation Practice is a dedicated team that delivers strategic advisory and hands-on execution support for PE-backed portfolio companies. We tackle a wide array of post-transaction and transformational challenges, including profitability enhancements, optimization of finance processes, liquidity improvements, revenue cycle management, and technology/AI enablement. We are doers and problem solvers, equipped to navigate complexity and create enterprise value for our clients. This position is based in our New York City office and operates in a hybrid model, allowing for remote work two days a week. Ideal candidates should be local to the New York City area. Note: This position is not eligible for immigration sponsorship. Your Responsibilities: As the Director of Finance Transformation, you will collaborate closely with team members to provide exceptional service to clients within the CFO office of private equity portfolio companies. Your focus will be on finance strategy and process enhancements, including but not limited to: Leading finance function diagnostics: evaluating an organization’s personnel, processes, and technology to generate recommendations and a value-creation roadmap. Designing and executing process enhancements to improve financial operations.

Business Development LeadLocation: New York City (Hybrid)Type: Full-timeCompany OverviewAt Contradict Capital, we are a dynamic investment platform dedicated to acquiring and enhancing lower-middle-market businesses through strategic control investments. Our long-term vision emphasizes collaboration with management teams to foster operational excellence and sustainable value growth. Currently, we are deploying our inaugural institutional fund, which has secured approximately $300 million in committed capital, aiming for control-oriented private equity investments across carefully selected sectors.Position OverviewAs the Business Development Lead, you will be instrumental in establishing and overseeing our proprietary sourcing mechanism. This pivotal role involves defining our long-term sourcing strategy and nurturing external relationships as our investment activities expand. You will work closely with the investment team, managing essential intermediary and advisor partnerships to ensure that our sourcing initiatives are in line with our underwriting criteria and sector focus.Key Responsibilities:Cultivate and maintain relationships with business owners, brokers, advisors, and referral sources to ensure a steady flow of deals.Implement a structured outreach program targeting specific sectors and geographic areas, ensuring consistent follow-ups and engagement.Manage CRM data quality, pipeline tracking, and sourcing analytics (including activity, conversion, and funnel metrics).Collaborate with the investment team to assess opportunities, prioritize leads, and advance high-potential prospects.Coordinate introductory calls and meetings, providing leadership with pertinent background and context.Represent the firm at meetings, conferences, and industry events, enhancing our external profile.Assist in the creation of outreach materials and messaging, including firm overviews and sector theses.Work with internal stakeholders to ensure prompt responsiveness to inquiries from intermediaries and business owners.Support various projects and requests related to sourcing strategy and pipeline development.

About AeroVect AeroVect develops autonomous solutions that transform ground handling operations for airlines and service providers. Backed by Series A venture capital, the company partners with major names in aviation and ground handling. For more information, visit www.aerovect.com. Role Overview This is AeroVect’s first marketing leadership role. The Head of Marketing will shape the company’s marketing strategy from the ground up and set the direction for growth. This position reports onsite in New York City with a hybrid schedule. What You Will Do Define and manage AeroVect’s brand story, visual identity, and website. Work closely with the Go-To-Market team to create targeted account-based marketing for airline, airport, and ground handler clients. Lead product marketing and positioning for complex sales involving multiple stakeholders, providing the GTM team with clear messaging. Build customer reference and advocacy programs, including case studies. Oversee communications, public relations, analyst relations, and executive visibility with industry associations and regulatory bodies. Develop thought leadership initiatives for the executive team using owned media and customer-driven content. Organize AeroVect’s presence at trade shows and events to raise brand awareness. Introduce AI-powered tools to improve marketing research, drafting, and analysis. What We’re Looking For 7–10 years of B2B marketing experience, ideally in enterprise or industrial sectors such as aviation, logistics, supply chain, robotics, or defense. Experience as the lead marketer at a growth-stage company, with a record of building marketing functions from scratch. Background in marketing to enterprise buyers, especially those with long sales cycles and multiple decision-makers. Experience supporting venture capital fundraising, including developing narratives and handling investor communications. Strong writing skills across formats: board narratives, case studies, social media, and press releases.

Job Summary Join Emigrant Bank's Personal Risk Management Solutions team as a Private Client Relationship Manager specializing in Property & Casualty insurance operations. Our boutique agency is dedicated to providing personalized insurance solutions tailored to individual client needs. Key Responsibilities: Evaluate and determine the optimal placement of new client accounts by analyzing existing coverage and leveraging product knowledge. Conduct flood determinations, clue reports, and motor vehicle reports to assess exposure levels, collaborating with sales executives and service teams to effectively market accounts. Serve as a trusted advisor to clients, offering personalized recommendations and overseeing the renewal process while responding to direct communications. Prepare comprehensive insurance proposals by reviewing client data, existing policies, and underwriting files, ensuring proposals are well-informed post-carrier negotiations. Negotiate with underwriters to develop innovative solutions that meet client needs, using strategic and creative thinking. Manage the claims reporting process, maintaining communication with clients throughout to ensure satisfaction with the outcomes. Assess home appraisals in relation to current policy coverages to identify discrepancies and communicate results effectively.