Project Manager / Insurance Due Diligence

IDEX Consulting; Birmingham; On-site; GBP 70,000 - 90,000; Full time

Job summary

IDEX Consulting is recruiting a Project Manager to lead Insurance Due Diligence for private equity transactions. You will assess insurance profiles of target businesses and deliver commercially focused advice throughout deal lifecycles, including acquisitions and refinancings.

In a fast-paced, deal-driven environment, you will produce due diligence reports, engage with insurers, and coordinate with deal teams to ensure timely, value-driven outcomes.

Qualifications

• Experience within insurance broking, underwriting, claims or insurance advisory.
• Strong technical insurance knowledge and analytical skills.
• Ability to work under high pressure in a deal-driven environment.

Responsibilities

• Lead insurance due diligence across deal lifecycle for private equity clients.
• Produce clear, concise due diligence reports and present findings to clients and internal stakeholders.
• Liaise with insurers/market partners to obtain terms and support negotiations.
• Manage multiple concurrent transactions with accurate records and deadlines.

Job description

We are seeking a Project Manager for a Private Equity Insurance offering to take lead on Insurance Due Diligence. This role sits at the centre of live transactions, supporting private equity investors, venture capital firms, family offices and corporate acquirers with insurance and risk analysis throughout the deal lifecycle. Acting as a trusted adviser to deal teams, you will assess the insurance profile of target businesses and provide commercially focused advice in the context of acquisitions, disposals and refinancing transactions.

Working in a fast-paced, deal-driven environment, you will evaluate the adequacy, structure and cost of target company insurance programmes, review historical claims experience and identify any coverage gaps or risk exposures that may impact valuation, deal structure or post-acquisition strategy. You will prepare clear, concise insurance due diligence reports and present your findings to clients and internal stakeholders, ensuring complex technical information is communicated in a practical and commercially meaningful way.

The role also involves close engagement with the insurance market. You will liaise with insurers and market partners to obtain terms, assess coverage options and support negotiations to ensure insurance programmes meet client needs and provide best value. At the same time, you will manage multiple concurrent transactions, maintaining accurate records and ensuring deadlines and service standards are consistently met.

Candidates should have experience within insurance broking, underwriting, claims or insurance advisory, ideally with exposure to private equity transactions or complex commercial clients. Strong technical insurance knowledge, excellent analytical skills and the ability to work effectively in a high-pressure transaction environment are essential.

This is an excellent opportunity for a commercially professional looking to work closely with investors and advisers on a wide range of high-profile transactions across multiple industries whilst cultivating strong technical expertise within P&C insurance.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.