Transactional Liability/M&A Insurance Analyst

Mosaic Insurance•New York, NY
•$70,000 - $85,000

About The Position

Mosaic’s Transactional Liability/M&A division is seeking analysts to join its New York team and work on M&A, tax, and contingent liability insurance placements. The role involves managing deal workflows and underwriting processes, reviewing M&A transaction documents, preparing quotes and policy documents, developing marketing materials, and coordinating with brokers, lawyers, and clients.

Requirements

  • Undergraduate degree.
  • Self-starter.
  • Intellectual curiosity.
  • Comfort working in a fast-paced environment.
  • Detail-oriented.
  • Proficiency with Microsoft Excel and other enterprise software tools.

Nice To Haves

  • Experience with M&A, the insurance sector, or other financial institutions or advisors.

Responsibilities

  • Manage workflows for deal opportunities involving representations and warranties, tax, or contingent liability insurance.
  • Assist with managing the underwriting process and negotiating confidentiality agreements, non-reliance letters, and other ancillary documentation.
  • Analyze M&A-related documents, including financial statements, business background information, and purchase agreements, and research issues related to M&A transactions.
  • Prepare quotes and policy documents for M&A, tax, and contingent liability transactions.
  • Collaborate with the marketing team to develop materials and presentations.
  • Coordinate and communicate with insurance brokers, lawyers, and clients.

Benefits

  • Very competitive total rewards compensation package reflecting growth of the business.
  • Opportunity to grow with this class of business.
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