Transactional Insurance Broker - Mergers & Acquisitions

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

 

JOB OVERVIEW:

This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services.

 

LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/

Will consider fully remote for well-qualified candidates, but some travel will be required.

 

WHAT WE’RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

 

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

 

WHAT YOU’LL BRING: 

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor’s degree from a four-year college or university.
• Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
• Required: Current property & casualty insurance license or willing to obtain license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk managemen