Insurance Due Diligence Lead for PE & M&A

HUB International; Charleston (SC); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Health/dental/vision insurance

FSA

HSA

401(k)

Job summary

HUB International's Private Equity and M&A practice seeks an Insurance Due Diligence Advisor in Charleston. You will serve as the primary contact and lead the due diligence process from kickoff to final report, coordinating with PE deal teams, strategic acquirers, and target executives to deliver a clear view of the target's insurance program.

This role requires a highly organized, commercially minded professional who translates complex risk into actionable guidance under tight timelines, with a

Qualifications

• 3 or more years of commercial P&C insurance experience with working knowledge of property, casualty, and specialty lines.
• Strong analytical and written communication skills for complex insurance concepts.
• Highly organized with ability to manage multiple engagements under deadlines.
• Self-directed and capable of driving engagements forward.
• Prior M&A or deal-related insurance experience is a plus.
• Experience with private equity firms, investment banks, or deal advisors is advantageous.

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.

Skills

Analytical skills

Written communication

P&C insurance

Project management

Deal experience

Adaptability

Education

Bachelor's degree

Job description

HUB International's Private Equity and M&A practice seeks an Insurance Due Diligence Advisor in Charleston. You will serve as the primary contact and lead the due diligence process from kickoff to final report, coordinating with PE deal teams, strategic acquirers, and target executives to deliver a clear view of the target's insurance program.

This role requires a highly organized, commercially minded professional who translates complex risk into actionable guidance under tight timelines, with a