Account Manager, M&A and Private Equity Portfolio Solutions; GMAPS

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips.

Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters, think of Gallagher.

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 Account Manager (AM) plays a vital supporting role within Gallagher’s Private Equity practice, partnering with the Account Executive (AE) to deliver outstanding service to portfolio companies. While the AE drives strategic direction and manages complex engagements, the AM focuses on ensuring flawless execution of day‑to‑day service needs, coordinating renewals, and maintaining coverage. Additionally, this role offers the opportunity to lead and serve as the strategic partner for non‑complex accounts.

This position demands strong technical insurance expertise, responsiveness, and a client‑first approach. The AM is responsible for managing service workflows, identifying coverage gaps, and collaborating with diligence, claims, and specialty teams to provide a seamless client experience. By prioritizing operational excellence and proactive communication, the AM plays a key role in driving client retention, satisfaction, and efficiency across the portfolio.

• GMAPS Account Executive Team
• GGB Producers
• Diligence Team Members
• Client and Branch Stakeholders

• Assist the Account Executive (AE) with diligence reviews and calls, particularly for non‑complex deals.
• Respond promptly to same‑day requests for policy reviews or addressing red flag issues.
• Deliver plug‑and‑play solutions with minimal need for follow‑up from the AE or diligence team.
• Oversee service delivery by delegating tasks effectively and ensuring accountability for efficient completion.
• Uphold a 24‑hour response time standard, ensuring clear communication and avoiding unanswered inquiries.
• Proactively identify opportunities for renewal restructuring and address coverage gaps to optimize client outcomes.
• Collaborate with diligence, claims, and specialty teams to ensure seamless execution and a high‑quality client experience.

• Demonstrate a clear understanding of the pace and expectations within PE‑backed environments and how insurance supports operational goals.
• Apply basic knowledge of balance sheets, EBITDA, and accruals to align coverage and develop effective renewal strategies.
• Collaborate closely with the Account Executive (AE) to execute client strategies, bringing in necessary resources and managing day‑to‑day service needs.
• Understand client values and leverage Gallagher’s solutions to address their needs, focusing on problem‑solving rather than selling.
• Exhibit expertise in negotiating coverage and managing renewals with retail carriers to ensure optimal outcomes.
• Support the AE in identifying restructuring opportunities based on acquisitions or shifts in performance.
• Maintain a strong understanding of how lines of coverage interact, proactively flagging and addressing gaps.
• Participate in diligence or deal review calls, providing technical insights to support the AE and producers.
• Operate with a service‑first mindset…