Transactional Liability Claims

SANS Consulting Services, Inc.; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

SANS Consulting Services, Inc. is seeking a Transactional Liability Claims Professional to manage a portfolio of complex claims arising from mergers and acquisitions, including Representations & Warranties insurance.

The role requires deep legal and analytical skills to evaluate coverage, review transaction documents, assess exposure, and establish reserves. The ideal candidate has a JD and substantial experience in transactional liability insurance, M&A, and corporate transactions.

Qualifications

• Direct experience handling Representations & Warranties Insurance claims.
• Experience representing buyers, sellers, private equity sponsors, insurers, or financial institutions in M&A transactions.
• Familiarity with accounting principles, valuation methodologies, and financial statement analysis.
• Experience evaluating complex damages and loss calculations.
• Prior experience working with private equity, venture capital, or corporate transactional clients.

Responsibilities

• Analyze complex insurance claims involving alleged breaches of representations and warranties arising from mergers, acquisitions, and other corporate transactions.
• Review and interpret insurance policies, purchase agreements, disclosure schedules, financial records, diligence materials, and other transaction documents.
• Evaluate coverage issues and policy application, including breach, loss, retention, exclusions, valuation issues, and damages calculations.
• Draft detailed coverage position letters, reservation of rights letters, information requests, and coverage determinations.
• Assess liability and damages exposure through detailed review of financial, accounting, operational, and legal documentation.
• Establish, monitor, and adjust claim reserves based on evolving exposure assessments.
• Prepare coverage and reserve recommendations for management review.
• Partner with outside counsel, forensic accountants, valuation professionals, and industry experts to evaluate complex claims.
• Develop and execute claim resolution strategies.
• Negotiate settlement agreements, releases, and related documentation.
• Monitor litigated matters when necessary, including oversight of outside counsel and litigation budgets.

Skills

Representations & Warranties Insurance

M&A transactions

investigation

negotiation

claims management

financial analysis

legal knowledge

Education

Juris Doctor (J.D.)

Job description

Job Title: Transactional Liability Claims

Location: Remote

Position Summary:

The Transactional Liability Claims Professional is responsible for managing a portfolio of complex Transactional Liability claims, including Representations & Warranties (R&W) Insurance and Tax Liability. The role requires strong legal and analytical skills to evaluate coverage, investigate alleged breaches of transaction-related representations and warranties, assess exposure, establish reserves, and negotiate claim resolutions.

The ideal candidate will possess a Juris Doctor (J.D.) degree and significant experience in transactional liability insurance, mergers and acquisitions, private equity transactions, or legal practice focused on corporate transactions and M&A.

Claim Investigation and Coverage Analysis

• Analyze complex insurance claims involving alleged breaches of representations and warranties arising from mergers, acquisitions, and other corporate transactions.
• Review and interpret insurance policies, purchase agreements, disclosure schedules, financial records, diligence materials, and other transaction documents.
• Evaluate coverage issues and policy application, including breach, loss, retention, exclusions, valuation issues, and damages calculations.
• Draft detailed coverage position letters, reservation of rights letters, information requests, and coverage determinations.

Claim Evaluation and Financial Management

• Assess liability and damages exposure through detailed review of financial, accounting, operational, and legal documentation.
• Establish, monitor, and adjust claim reserves based on evolving exposure assessments.
• Prepare coverage and reserve recommendations for management review.
• Partner with outside counsel, forensic accountants, valuation professionals, and industry experts to evaluate complex claims.

Resolution and Settlement

• Develop and execute claim resolution strategies.
• Negotiate settlement agreements, releases, and related documentation.
• Monitor litigated matters when necessary, including oversight of outside counsel and litigation budgets.

Qualifications:

Preferred

• Direct experience handling Representations & Warranties Insurance claims.
• Experience representing buyers, sellers, private equity sponsors, insurers, or financial institutions in M&A transactions.
• Familiarity with accounting principles, valuation methodologies, and financial statement analysis.
• Experience evaluating complex damages and loss calculations.
• Prior experience working with private equity, venture capital, or corporate transactional clients.

Knowledge, Skills & Abilities

• Deep understanding of Transactional Liability and Representations & Warranties insurance products.
• Strong knowledge of M&A transaction structures and corporate law principles.
• Ability to identify and analyze nuanced coverage issues and legal arguments.
• Advanced analytical, investigative, and critical-thinking skills.
• Strong judgment in reserve setting and claim valuation.
• Ability to effectively negotiate and influence outcomes in high-exposure matters.
• Capacity to manage a complex claim portfolio independently while meeting service expectations.