Insurance Due Diligence Advisor, Private Equity and M&A

HUB International; Calgary; On-site; CAD 178,000 - 249,000; Full time

Benefits offered by this job

Health/dental/vision/life insurance

FSA

HSA and 401(k)

PTO & bonus

Job summary

HUB International is seeking an Insurance Due Diligence Advisor to lead commercial P&C due diligence engagements for private equity and strategic acquirers. You will coordinate with HUB’s network of experts to deliver a complete view of the target's insurance program and communicate findings to deal teams and executives.

You will manage multiple diligence workstreams, translate complex risk into actionable guidance, and contribute to a fast-paced, deal-driven environment.

Qualifications

• Strong analytical and written communication skills for deal teams and executives.
• 3+ years of commercial P&C insurance experience with property, casualty and specialty lines.
• Able to manage multiple engagements under tight deadlines without losing detail.
• Experience working with private equity firms, investment banks or deal advisors is a plus.
• Bachelor's degree required.

Responsibilities

• Manage commercial insurance due diligence engagements from kickoff through final report.
• Analyze P&C programs for coverage adequacy, exposed gaps, and pricing benchmarks.
• Prepare and present written due diligence reports for PE clients and deal advisors.
• Coordinate with HUB experts to address complex coverage areas.
• Collaborate with HUB's Employee Benefits due diligence team on joint engagements.
• Communicate with target management and C-suite to obtain diligence information.

Skills

P&C insurance

Analytical skills

Written communication

Deal advisory exposure

Project management

Education

Bachelor's degree

Tools

AI tools

Job description

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

About The Role:

HUB International's Private Equity and M&A practice serves as a trusted advisor to private equity firms, family offices, and strategic acquirers actively engaged in the M&A market. We partner with clients at every stage of the deal cycle, from initial diligence through post-close management and eventual exit, helping them understand and manage the insurance implications of their acquisitions. This role sits at the center of our pre-close advisory work. As an Insurance Due Diligence Advisor, you will serve as the primary point of contact and process lead on engagements, managing the full due diligence process from kickoff through final report. You will coordinate directly with PE deal teams, strategic acquirers, and target company executives while drawing on HUB's national network of specialty coverage experts to deliver a comprehensive picture of the target's insurance program. No two deals look alike. You will guide clients through findings spanning businesses in manufacturing, healthcare, telecommunications, specialty finance, and more, translating complex risk into clear, actionable guidance under real transaction timelines. This is a role for a highly organized, commercially minded professional who thrives in a fast-paced environment, communicates confidently with senior stakeholders, and knows how to lead a process by bringing the right experts to the table at the right time.

Responsibilities:

• Manage commercial insurance due diligence engagements from kickoff through final written report, running multiple projects simultaneously across different industries and transaction structures
• Analyze P&C insurance programs for coverage adequacy, uncovered exposures, and pricing benchmarks relative to industry peers
• Prepare and present written due diligence reports for PE clients, corporate acquirers, and deal advisors
• Coordinate with HUB specialty and industry experts to address complex or niche coverage areas
• Collaborate with HUB's Employee Benefits due diligence team on shared engagements, ensuring clients receive a unified and complete picture across all diligence workstreams.
• Communicate directly with target company management and C-suite executives to collect and clarify diligence information
• Review and interpret financial statements and risk management programs of target companies
• Support ongoing client relationship management with PE firms and repeat acquirer clients

Requirements:

• Strong analytical and written communication skills with the ability to translate technical insurance concepts for deal teams and executives who are not insurance professionals.
• 3 or more years of commercial P&C insurance experience with working knowledge of property, casualty, and specialty lines.
• Highly organized with the ability to manage multiple concurrent engagements under competing deadlines without losing attention to detail.
• A resourceful, self-directed professional who takes ownership of engagements and drives them forward without waiting to be told the next step.
• Prior M&A or transaction-related insurance experience is a plus.
• Direct experience working with or alongside private equity firms, investment banks, or deal advisors is an advantage.
• Adaptable to a deal-driven, irregular workflow.
• Comfortable adopting new technology and AI tools to work more efficiently and deliver better outcomes.
• Bachelor's degree required.

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, Ohio, and Washington states: The expected salary range for this position is $125,000- $175,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions

Department Account Management & Service

• Required Experience: 5-7 years of relevant experience
• Required Travel: Negligible
• Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.