M&A Paralegal

Insurance Office of America; Tallahassee (FL); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Company-paid health insurance

401K with company match

Paid holidays

Career progression

Supportive team

Community service

Work-life balance

Job summary

Insurance Office of America is seeking an M&A Paralegal to provide legal, transactional, and compliance support with a focus on acquisition activity, entity management, and insurance agency operations.

You will assist with transaction documentation, governance, licensing, and regulatory compliance while coordinating with Legal, Compliance, HR, Risk Management, Finance, and outside counsel.

Qualifications

• 2–5 years of paralegal experience.
• Experience supporting M&A transactions, due diligence, governance, compliance, or post-close integration.
• Strong understanding of legal terminology, contract administration, regulatory compliance, and licensing processes.

Responsibilities

• Support M&A transactions by coordinating execution packages, closing activities, and post-closing deliverables.
• Draft, review, route, track, and maintain legal agreements and contract repositories.
• Prepare and maintain entity registrations, annual reports, governance records and related filings.
• Assist with agency licensing, renewals, appointments, regulatory filings, and compliance activities.
• Research insurance regulations and licensing requirements while monitoring regulatory changes.
• Support E&O claims, subpoenas, discovery requests, and regulatory notices as needed.
• Provide reporting, summaries, and communications for Legal, M&A, and executive leadership.
• Collaborate with Legal, Compliance, Finance, HR, Operations, and external partners.
• Coordinate projects with meeting prep, document distribution, and action-item tracking.
• Identify improvements to legal, compliance, and contract management processes.
• Maintain current knowledge of M&A best practices and insurance regulatory practices.
• Demonstrate integrity and professionalism in all interactions.

Skills

Paralegal experience

M&A transaction support

Regulatory compliance

Contract administration

Cross-functional collaboration

Education

Paralegal certification

Associate or Bachelor degree

Job description

Title: M&A Paralegal

Job Description

Title: M&A Paralegal

Work Mode: Fully remote for candidates located in Florida, Georgia, or South Carolina. Monthly travel required to Longwood, FL | Requirements: 2–5 years of paralegal experience

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role:

The M&A Paralegal is responsible for providing legal, transactional, and compliance support to the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. This role supports transaction documentation, contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts. Working closely with Legal, Compliance, HR, Risk Management, Finance, Operations, outside counsel, and acquisition partners, the M&A Paralegal helps ensure transactions and legal processes are executed accurately, efficiently, and in accordance with applicable regulatory requirements.

Key Responsibilities

• Transaction Support: Support M&A transactions by maintaining deal checklists, coordinating execution packages, managing closing activities, and tracking post-closing deliverables.
• Contract & Document Management: Draft, review, route, track, and maintain legal agreements, contract repositories, templates, version controls, and audit-ready documentation.
• Corporate Governance: Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities.
• Licensing & Regulatory Support: Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and compliance-related activities.
• Legal Research & Regulatory Monitoring: Research insurance regulations, licensing requirements, and industry compliance standards while monitoring regulatory changes and communicating key updates.
• Claims & Litigation Coordination: Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses.
• Compliance & Audit Support: Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements.
• Reporting & Communication: Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership teams.
• Cross-Functional Collaboration: Partner with Legal, Compliance, Finance, HR, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
• Project Coordination: Support legal and M&A projects through meeting coordination, agenda preparation, document distribution, and action-item tracking.
• Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
• Technical & Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.
• Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.

Ideal Candidate Qualifications

• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred
• 2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry
• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities preferred
• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
• Excellent analytical, problem-solving, organizational, and project management skills with the ability to manage multiple priorities
• Strong written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across departments and with external partners
• Proficiency in Microsoft Office applications and contract or document management systems
• Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s).

Salary Range

The expected pay range for this position is $135,000 to $150,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.