SUMMARY
Responsible for managing the risk and insurance due diligence process for Alliant's private equity and corporate clients.
Act as Subject Matter Expert (SME) for the Specialty Mergers & acquisitions practice, identifying areas for growth and implementing new initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Oversee risk and insurance due diligence engagements through entire project timeline, managing multiple competing deadlines.
- Act as the lead contact for long-standing client relationships with private equity firms and their portfolio companies across a wide range of industries and geographies, providing consultative M&A due diligence expertise.
- Deliver and communicate findings via a written report, as well as deal impactful issues as they arise. Findings include, but not limited to financial analysis, coverage adequacy, portability of existing programs, and transaction-specific polices.
- Ensure a smooth transition from diligence to implementation and new business onboarding by liaising with Alliant teams and the client.
- Coordinate with various internal and external stakeholders as appropriate to facilitate the diligence process.
- Collect and review relevant claims information and coordinate review of activity with loss analytics group when appropriate.
- Conduct thorough contractual review to understand liabilities to be assumed and determine if there are offsetting assets or insurance protection available to target or acquirer.
- Review key transaction related documents including purchase and sale agreements, transition service agreements and any other related agreements.
- Act as SME for the Specialty Mergers & Acquisitions practice, identify areas of growth and designing and implementing new initiatives.
- Assist in the learning and development of junior associates.
- Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operations.
- Perform other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Five (5) or more years of related work experience
Experience in risk management and / or property & casualty insurance brokerage preferred
SKILLS
Proficient in Microsoft Office products
Excellent verbal and written communication skills
Strong organizational skills
Strong team leadership skills
Good problem solving and time management skills with the ability to work independently
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.
We encourage you to explore what we have to offer.
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