Underwriting Leader, Representations and Warranties - M&A Financial Lines
Core
Lead technical underwriting and negotiation of complex Representations and Warranties insurance for M&A transactions, serving brokers, lawyers, and private equity firms.
Role type
Senior Underwriting Leader (M&A Financial Lines)
Builds
Transactional insurance policies and binder agreements for M&A deals
Domain
Insurance / M&A / Financial Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
M&A transaction analysis, risk assessment, contract negotiation, financial statement analysis, underwriting judgment, stakeholder management, product strategy, team leadership, market development, regulatory compliance
Preferred skills
Experience with private equity, law firm relationships, complex corporate structuring
Technologies
None stated
Responsibilities
Conduct background research on transaction parties and industries; review deal documents and due diligence materials; analyze and assess complex risks; prepare and negotiate indication letters and policies; lead underwriting conference calls; manage outside counsel and advisors; present findings to management; coach less experienced underwriters; develop marketing materials and present to brokers and clients; refine product offerings based on market developments.
Seniority
Senior, hands-on IC with leadership responsibilities