M&A Insurance Strategy Lead

EPIC Insurance Brokers & Consultants; Duluth (GA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Referral bonus

Health insurance

401(k) match

Pet Insurance

Job summary

EPIC Insurance Brokers & Consultants seeks a seasoned professional to lead insurance due diligence for buy-side M&A, assess risks, coverage gaps, and tail/run-off strategies, and provide expert guidance to clients and deal teams.

You will collaborate with clients, producers, underwriters, and legal counsel to ensure seamless integration of insurance programs across deal life cycles, while supporting post-close risk management objectives.

Qualifications

• Bachelor’s degree or higher.
• 5+ years client service or related experience.
• Strong analytical and communication skills.
• Experience with insurance programs and risk assessment.

Responsibilities

• Lead insurance due diligence for buy-side M&A transactions.
• Analyze programs for risks, coverage gaps, and transaction exposures.
• Execute post-close insurance strategies including tail/run-off and endorsements.
• Advise on complex insurance programs, renewals, and negotiations.
• Collaborate with clients, producers, underwriters, and legal advisors to align risk with transaction goals.
• Serve as primary contact for clients, providing risk management guidance.

Skills

M&A due diligence

Risk analysis

Client advisory

Communication

Team collaboration

Education

Bachelor’s degree

Tools

Sagitta

ImageRight

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants seeks a seasoned professional to lead insurance due diligence for buy-side M&A, assess risks, coverage gaps, and tail/run-off strategies, and provide expert guidance to clients and deal teams.

You will collaborate with clients, producers, underwriters, and legal counsel to ensure seamless integration of insurance programs across deal life cycles, while supporting post-close risk management objectives.