M&A Analyst - Financial Lines
Supported the Representations & Warranties team in the underwriting of insurable risks as they relate to M&A transactions and helped to foster relationships among M&A source producers (brokers, lawyers and private equity fund principals).Conducted background research on the purchasing and selling parties and reviewed available documentation associated with the transaction to create underwriting risk profiles based on the parties’ operations and assets.Prepared non-binding indication letters and insurance policies.Managed the daily flow of M&A insurance opportunities and delegated assignments among underwriting and deal support personnel.Negotiated confidentiality agreements, non-reliance letters, and non-disclosure agreements.Generated reports on financial performance and business relationships and appropriated the payment of insurance premiums and ancillary fees.
