Claims Specialist, Transactional Liability

CFC

$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in handling insurance claims, preferably in Transaction Liability or related specialty lines
  • Familiarity with M&A transactions and deal documentation, either through claims or advisory roles
  • Experience managing complex, multi-party claims and coordinating with external advisers
  • Working knowledge of US insurance claims handling requirements and fair claims practices
  • Strong ability to interpret insurance policies and perform coverage analysis
  • Confidence in using claims management systems and producing clear written analyses
  • Ability to assess financial loss and causation based on transaction documentation and financial data

Responsibilities

  • Handle a portfolio of complex Transaction Liability claims from first notification to settlement
  • Analyze policy coverage and transaction documentation to assess liability and claim value
  • Instruct and collaborate with external advisers like legal counsel and accountants as necessary
  • Engage directly with insureds and brokers while maintaining professional communication
  • Identify coverage issues, disputes, and fraud indicators, and escalate as needed
  • Ensure compliance with internal controls and relevant regulatory requirements
  • Contribute to internal reporting and discussions to support claims and underwriting insights

Benefits

  • Opportunities for continuous learning and improvement
  • Collaboration with international teams in London, Toronto, and Australia
  • Supportive environment for professional development
  • Clear pathways for career advancement within the organization
  • Dynamic work environment engaging in high-value, complex claims
Full Job Description
Claims Specialist, Transactional Liability

Department: Claims

Employment Type: Permanent - Full Time

Location: US - New York

Reporting To: Margaret Murphy

Compensation: $150,000 - $200,000 / year

Description

You9ll work closely with the US Transaction Liability (TL) Claims Manager and collaborate with colleagues across London, Toronto, and Australia.

In this role, you9ll handle complex Transaction Liability claims from first notification through to resolution. You9ll apply strong technical judgement and commercial awareness to deliver fair, timely outcomes-supporting CFC9s reputation with insureds, brokers, and counterparties in the M&A market.

About the role
  • Handling a portfolio of Transaction Liability claims (including complex, high-value matters) from first notification through to settlement
  • Analyse policy coverage, transaction documentation, and claim submissions to assess liability and quantum
  • Instruct and collaborate with external advisers (including legal counsel, accountants, and other experts) as required
  • Engage directly with insureds, brokers, and their advisers, maintaining clear, professional, and commercially balanced communication
  • Identify coverage issues, disputes, and potential fraud indicators, escalating appropriately
  • Ensure claims handling complies with internal controls, delegated authority levels, and applicable regulatory requirements
  • Contribute to internal reporting, reserving discussions, and claims insights to support underwriting and portfolio management
  • Support continuous improvement by sharing lessons learned and market trends with underwriting and claims colleagues


About you

Essential experience
  • Experience handling insurance claims (Transaction Liability, W&I, or related specialty lines) is desirable, but not essential
  • Interest in learning about M&A transactions and deal documentation, or experience working closely with these materials in a claims, legal, or advisory context
  • Experience handling complex, multi-party claims and managing external advisers

Regulatory & compliance knowledge
  • Working knowledge of US insurance claims handling requirements, including fair claims practices
  • Experience operating within defined claims authorities, governance frameworks, and audit expectations

Technical knowledge
  • Strong policy interpretation and coverage analysis skills
  • Ability to assess financial loss and causation, including reviewing transaction documentation and financial information
  • Confidence using claims management systems, producing clear written analyses, and making recommendations

Base salary: $150,000-$200,000 (dependent on experience).

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