Job Description

Director of Client Management

Location: Remote/Boston, MA (expectations for in office would be 2x per week)

Compensation: Commensurate with experience (base plus bonus)

About Equity Risk Solutions

Equity Risk Solutions partners with private equity firms and their portfolio companies to deliver cost neutral, tailored insurance consulting and risk management solutions. We are dedicated to driving value through strategic advice, broker accountability, measurable cost savings, and thought leadership.

Position Summary

The Director of Client Management will be responsible for proactively managing an established book of business within the small to mid-size private equity space. This role requires strong expertise in commercial insurance consulting, proven marketing acumen, and a working knowledge of private equity. The Director of Client Management will serve as a trusted advisor to fund managers and portfolio company executives, ensuring exceptional service delivery, identifying opportunities for value creation, and supporting business growth through case studies and sales collaboration.

Key Responsibilities

• Manage day-to-day client relationships with private equity firms and portfolio companies.
• Serve as the lead consultant on insurance program design, placement, and ongoing management.
• Drive accountability and service improvements from insurance brokers on behalf of clients.
• Identify opportunities for cost savings and efficiency across insurance programs.
• Deliver improved loss control by ensuring brokers work proactively with insureds throughout the policy period.
• Develop compelling case studies and marketing materials that showcase client value and outcomes.
• Collaborate with marketing team to deliver quarterly newsletters to clients.
• Partner with the sales team to generate multiple opportunities within each private equity fund.
• Provide proactive strategic advice on risk management and insurance-related matters.
• Develop a deep understanding of client objectives and ensure alignment with solutions delivered.
• Support business growth through client retention, referrals, and expansion of services.
• Stay current on insurance market trends, coverage innovations, and private equity dynamics.

Qualifications

• 7+ years of experience in insurance consulting, account management, or brokerage.
• Strong technical knowledge of insurance products and risk management strategies.
• Proven ability to create case studies and collaborate with sales teams to drive new opportunities.
• Experience working with private equity firms or portfolio companies preferred.
• Demonstrated success in managing complex client relationships.
• Excellent communication, negotiation, marketing, and problem-solving skills.
• Ability to thrive in a client-focused, fast-paced environment.
• Bachelor’s degree required; professional designations (CPCU, ARM, RPLU, etc.) a plus.

Success Metrics

• High client satisfaction and retention rates.
• Documented cost savings and measurable value delivered to clients.
• Strong broker performance and accountability outcomes.
• Growth of existing client relationships through expanded services.
• Effective case studies that generate new opportunities within funds.

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