Overview
In this role you lead insurance due diligence for live transactions, supporting private equity investors, venture capital firms, family offices and corporate acquirers. You act as a trusted adviser, evaluating target company insurance profiles and delivering commercially focused findings to deal teams. You will assess adequacy, structure and cost of insurance programmes, review claims history, and identify gaps impacting valuation or deal strategy. You communicate complex technical results clearly to clients and stakeholders while engaging with insurers to secure best-value terms. This is a fast-paced, deal-driven opportunity to shape insurance outcomes across multiple high-profile deals.
Responsibilities
- Lead insurance due diligence on target businesses across deal lifecycle
- Evaluate insurance programmes for adequacy, structure and cost
- review historical claims experience and identify coverage gaps or risk exposures
- Prepare concise due diligence reports and present findings to clients and internal stakeholders
- Engage with insurers and market partners to obtain terms and support negotiations
- Manage multiple concurrent transactions, maintain records, and meet deadlines and service standards
Key requirements
- Experience in insurance broking, underwriting, claims or advisory
- Exposure to private equity transactions or complex commercial clients
- Strong technical insurance knowledge
- Excellent analytical skills
- Ability to thrive in a high-pressure, transaction-driven environment
- Effective communication of complex information to clients and deal teams
- Analytical thinking
- Clear written and verbal communication
- Cross-functional collaboration
- Technical insurance knowledge
- Insurance due diligence
- Risk analysis and assessment
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