M&A Paralegal

Insurance Office of America•Atlanta, FL

4d•Remote

About The Position

The M&A Paralegal is responsible for providing legal, transactional, and compliance support to the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. This role supports transaction documentation, contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts. Working closely with Legal, Compliance, HR, Risk Management, Finance, Operations, outside counsel, and acquisition partners, the M&A Paralegal helps ensure transactions and legal processes are executed accurately, efficiently, and in accordance with applicable regulatory requirements.

Requirements

2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry
Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities
Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
Excellent analytical, problem-solving, organizational, and project management skills with the ability to manage multiple priorities
Strong written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across departments and with external partners
Proficiency in Microsoft Office applications and contract or document management systems
Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information

Nice To Haves

Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred

Responsibilities

Support M&A transactions by maintaining deal checklists, coordinating execution packages, managing closing activities, and tracking post-closing deliverables.
Draft, review, route, track, and maintain legal agreements, contract repositories, templates, version controls, and audit-ready documentation.
Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities.
Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and compliance-related activities.
Research insurance regulations, licensing requirements, and industry compliance standards while monitoring regulatory changes and communicating key updates.
Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses.
Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements.
Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership teams.
Partner with Legal, Compliance, Finance, HR, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
Support legal and M&A projects through meeting coordination, agenda preparation, document distribution, and action-item tracking.
Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.
Demonstrate integrity, leadership, accountability, and professionalism in all interactions.