M&A Insurance Analyst: Transactional Liability & Growth

Mosaic-Insurance-LLC; New York (NY); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Very competitive total rewards package

Opportunity to grow with this class of

Job summary

Mosaic is seeking an Analyst for Transactional Liability/M&A Insurance in New York to support M&A, tax and contingent liability insurance placements. The role involves managing deal workflow, underwriting support, and coordinating with brokers, lawyers, and clients.

Ideal candidates bring M&A or insurance sector experience, comfort in fast-paced environments, and strong Excel skills to prepare quotes and policy documents. Mosaic emphasizes diversity and equal opportunity employment.

Qualifications

• Experience with M&A, insurance sector, or other financial institutions or advisors preferred.
• Comfortable in fast-paced environment.
• Detail-oriented.
• Proficiency with Microsoft Excel and other enterprise software tools required.

Responsibilities

• Managing workflow on deal opportunities that contemplate use of representations & warranties, tax or contingent liability insurance, including assisting in managing the underwriting process and negotiating confidentiality agreements, non-reliance letters, and other ancillary documentation.
• Analyzing mergers and acquisitions-related documents, including reviewing financial statements, business background information and purchase agreements, and researching issues related to M&A transactions
• Preparing quotes and policy documents for insurance of M&A, tax and contingent liability transactions
• Collaboration with marketing team to develop materials and presentations
• Coordinating and communicating with insurance brokers, lawyers, and clients

Skills

M&A experience

Detail-oriented

Fast-paced environment

Excel proficiency

Tools

Microsoft Excel

Job description

Mosaic is seeking an Analyst for Transactional Liability/M&A Insurance in New York to support M&A, tax and contingent liability insurance placements. The role involves managing deal workflow, underwriting support, and coordinating with brokers, lawyers, and clients.

Ideal candidates bring M&A or insurance sector experience, comfort in fast-paced environments, and strong Excel skills to prepare quotes and policy documents. Mosaic emphasizes diversity and equal opportunity employment.