Transactional Insurance Broker - Mergers & Acquisitions

EPIC Insurance Brokers & Consultants•Saint Louis, MO

2d•Hybrid

About The Position

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance. Greyling clients request this service when the clients are acquiring another entity. JOB OVERVIEW: This is a NEW ROLE on the team! The Transactional Broker – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, correspond with underwriters, and other hands-on activities related to due diligence services. LOCATION: Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/ Will consider fully remote for well-qualified candidates, but some travel will be required.

Requirements

Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
High attention to detail and thoroughness, adept at digging into the details of reports and policies.
5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
Current property & casualty insurance license or willing to obtain license
Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Must be highly analytical and have a strong attention to detail.
Must have strong written and oral communication skills.
Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
Excellent time management and organizational skills.
Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
Ability to work both independently and in cross-functional teams.
Willingness to learn about insurance for architecture, engineering, and construction industry clients.
Extra work hours may be required.

Nice To Haves

A bachelor’s degree from a four-year college or university.
experience with professional liability insurance preferred

Responsibilities

Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

Benefits

Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation