Transactional Insurance Broker - Mergers & Acquisitions

EPIC Insurance Brokers and Consultants

McLean, VA, United States
Hybrid (3 days in-office preferred, some remote flexibility)
Merger and acquisition due diligence
Property, casualty, professional, cyber, and management liability insurance
Client interaction and presentation
EPIC Insurance Brokers and Consultants is seeking a Transactional Insurance Broker specializing in Mergers & Acquisitions to execute due diligence services for clients involved in acquisitions. The ideal candidate will have recent relevant experience in insurance brokerage, strong communication skills, and a detail-oriented approach

Job Summary

  • This new role will be responsible for executing merger and acquisition due diligence services for clients.
  • The role involves reviewing policies, corresponding with underwriters, and presenting findings to clients.
  • Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.

Matching Summary

Match Score: 85

EPIC Insurance Brokers and Consultants is seeking a Transactional Insurance Broker specializing in Mergers & Acquisitions to execute due diligence services for clients involved in acquisitions. The ideal candidate will have recent relevant experience in insurance brokerage, strong communication skills, and a detail-oriented approach.

Skills & Requirements

Must-have

  • Merger and acquisition due diligence
  • Property, casualty, professional, cyber, and management liability insurance
  • Client interaction and presentation
  • Underwriter correspondence

Nice-to-have

  • Strong analytical and detail-oriented approach
  • Proactive self-starter with time management skills

Key Requirements

  • Current or recent M&A due diligence experience in insurance brokerage
  • 5+ years in insurance brokerage or underwriting
  • Current property & casualty insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter