Transactional Liability Claims Professional

Beacon Technologies, Inc; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

Beacon Technologies is seeking a Transactional Liability Claims Professional to manage a portfolio of complex R&W and tax liability claims for our client partner. The role requires strong legal and analytical skills to evaluate coverage, review transaction documents, and assess exposure.

The ideal candidate has a JD and significant experience in transactional liability insurance, M&A, private equity, or corporate transactions, with the ability to negotiate settlements and supervise outside

Qualifications

• JD required with experience in transactional liability insurance and M&A.
• Experience handling R&W insurance claims for buyers/sellers/PE.
• Strong ability to analyze financial documents, damages, and exposure.

Responsibilities

• Investigate and analyze coverage for R&W insurance in M&A deals.
• Evaluate liability, reserves, and damages; draft determinations.
• Negotiate settlements and manage outside counsel and budgets.
• Collaborate with forensic accountants and valuation professionals.

Skills

Transactional Liability

Representations & Warranties

M&A knowledge

Analytical thinking

Negotiation

Portfolio management

Education

Juris Doctor (J.D.)

Job description

Beacon Technologies is seeking a Transactional Liability Claims Professional for our client partner. 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.

Essential Responsibilities:

• 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.

About Beacon Technologies

Are you looking to advance your career in information technology? Beacon Technologies offers career advancement opportunities, extensive training, and excellent benefits including paying for health and dental premiums for salaried employees. In addition to providing interesting opportunities, Beacon Technologies provides that old fashioned, personal touch, so you feel like a part of the Beacon team.

Beacon Technologies, Inc. is an equal employment opportunity employer with a functioning Affirmative Action Plan. It is the policy of Beacon Technologies, Inc. to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin,genetic information, ethnicity, ancestry, disability, medical condition, military and veteran status, or any other characteristic protected by law. Beacon Technologies, Inc. prohibits any such discrimination or harassment.