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Truist Private Equity Transaction Advisor for Employee Benefits - McGriff Insurance (Hybrid) in Tampa, Florida

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:


Lead and coordinate due diligence engagements for private equity clients. Be knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with clients, carrier representatives, and teammates.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

The Senior Client Account Executive will be capable of performing the following major accountabilities in an exemplary fashion with minimal supervision. The Senior Client Account Executive also will be regarded as a leader among his or her peers and a teammate who sets examples for others to follow, as well as being sought by teammates as a resource for strategic advice and assistance working through complex issues.

  1. Assist in Due Diligence projects for Private Equity clients and prospects by evaluating the insurance programs of M&A target companies, providing guidance on post-close pricing estimates, and developing client onboarding strategies.

  2. Maintain a working knowledge of private equity / M&A industry trends.

  3. Work with the Practice Leader to aggregate exposure and cost data to be presented to Private Equity sponsors regarding the employee benefit program(s) of their portfolio as well as to insurers/administrators during portfolio-level negotiations.

  4. Serve as consultative point of contact for the client during the due diligence process; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer.

  5. Ability to direct and lead mid-year portfolio reviews and annual stewardship meetings

  6. Build and maintain key client and carrier relationships by phone, email, and in person.

  7. Grow a working knowledge of the current marketplace and capabilities of providing alternatives for .potential program cost containment solutions

  8. Coordinate and work closely with local and national leadership to drive LOB strategy and initiatives as well as promote and drive utilization of best practices.

  9. Demonstrate strong skills at negotiating pricing, where applicable, and policy conditions and terms with the selected carriers/administrators and decide the best carrier(s) for the client within marketing guidelines.

  10. Assist the Producer and service teams in collecting client information.

  11. Provide analyses and recommendations of coverage needs to the Producer and client and assist the Producer in developing initial marketing and renewal strategies.

  12. Assist in the preparation of request for proposals and submissions to appropriate markets during the diligence process.

  13. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.

  14. Work with the diligence project team to schedule and conduct teammate meetings.

  15. Understand and utilize the client management system(s) and other relevant technology platforms.

  16. Ensure service team procedures are appropriate and followed.

  17. In concert with service teams and other due diligence team members, effectively resolve workflow issues.

  18. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.

  19. Lead, mentor, and train other due diligence teammates, and demonstrate strong interpersonal and professional relationship building skills.

  20. Other job duties and responsibilities as requested by management.


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor's degree or equivalent education and related training

  2. Five years of relevant insurance industry experience

  3. Appropriate insurance license(s)

  4. Considerable knowledge of markets, policies and coverage issues for all states and industries serviced

  5. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

  6. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale

  7. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite

  8. Ability to travel, occasionally overnight

Preferred Qualifications:

  1. Advanced degree

  2. Certification in field of endeavor

  3. Experience with Requests for Proposal

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. McGriff Insurance Services is a Drug Free Workplace.

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