Senior Account Manager M&A Advisory
Core
Strategic advisor supporting mergers and acquisitions by leading insurance due diligence, evaluating transaction-related risks, and ensuring seamless insurance integration throughout the deal lifecycle.
Role type
Senior Account Manager M&A Advisory
Builds
Integrated risk and insurance solutions for M&A transactions
Domain
Insurance / Mergers and Acquisitions
Deliverable
client delivery
Required skills
Insurance technical skills, Property and Casualty Insurance License, Client service experience, Risk analysis, Coverage gap identification, Policy restructuring, Carrier negotiations, Workflow management, Critical thinking
Preferred skills
Insurance Designations, Agency management systems proficiency (Sagitta, ImageRight)
Technologies
Microsoft Office, Sagitta, ImageRight
Responsibilities
Lead insurance due diligence for buy-side M&A transactions, Analyze insurance programs to identify risks and coverage deficiencies, Implement post-close insurance strategies, Serve as primary point of contact for clients, Collaborate with transaction advisors and underwriters
Seniority
Senior, hands-on IC