Project Manager / Insurance Due Diligence

IDEX Consulting; Leeds; On-site; GBP 60,000 - 90,000; Full time

Job summary

IDEX Consulting is seeking a Project Manager for a Private Equity Insurance offering to lead Insurance Due Diligence across deal lifecycles. You will assess insurance profiles of target businesses and provide commercially-focused advice to PE investors and advisers.

You will evaluate insurance programmes, review historical claims, identify gaps, and prepare clear reports for clients. You will liaise with insurers to obtain terms and support negotiations while managing multiple transactions.

Qualifications

• Experience in insurance broking, underwriting, claims or advisory.
• Exposure to private equity transactions or complex commercial clients.
• Strong technical insurance knowledge and analytical skills.

Responsibilities

• Lead insurance due diligence on live PE transactions.
• Assess insurance profiles, coverage gaps, and risk exposures.
• Prepare concise reports and present findings to clients and internal stakeholders.
• Liaise with insurers and market partners to obtain terms.
• Manage multiple transactions and meet deadlines.

Skills

Insurance knowledge

Due diligence

Financial analysis

Deal execution

Education

Bachelor's degree in a related field

Tools

Excel

Financial modelling

MS PowerPoint

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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Our Diversity, Equity and Inclusion Mission

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.