Transactional Liability Analyst

Berkshire Hathaway Specialty Insurance

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years of professional experience in corporate settings (legal, finance, etc.)
  • Bachelor's degree or paralegal certification
  • Ability to thrive in a fast-paced environment
  • Strong attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Interest in M&A transactions and legal/financial dynamics

Responsibilities

  • Manage M&A deal opportunities utilizing transactional liability insurance
  • Support research and analysis of company data for underwriting
  • Ensure timely progression of deals through broker and lawyer coordination
  • Track M&A activity and document issuance using internal systems
  • Prepare quotes and policy documents for M&A insurance
  • Build and maintain relationships with brokers, lawyers, and clients
  • Represent the team at industry events and gatherings

Benefits

  • Comprehensive Health, Dental, and Vision benefits
  • Disability and Life Insurance
  • Flexible Spending and Health Reimbursement Accounts
  • Employee Assistance Program
  • 401(k) Plan with Company Match
  • Generous Paid Time Off and holiday policy
  • Tuition Reimbursement
  • Paid Parental Leave
Full Job Description
Job Opportunity:

BHSI has an exciting opportunity to join our growing Transactional Liability team in the New York City office as an Analyst. The Transactional Liability team provides insurance in connection with Mergers & Acquisitions (M&A), including Representations and Warranties Insurance and Tax Insurance. In this role, you will collaborate with senior members of the underwriting team to assist with M&A deals seeking Representations and Warranties Insurance. This is an entry-level position and a unique opportunity to gain in-depth exposure to M&A deals and the insurance industry.

Duties & Responsibilities:
  • Managing a consistent stream of M&A deal opportunities that contemplate the use of transactional liability insurance.
  • Supporting underwriters with the research and analysis of company data, including reviewing financial statements, background information on targets and industries, and acquisition related documents.
  • Ensuring that deals move forward efficiently and in accordance with deadlines, through coordination with insurance brokers and lawyers.
  • Tracking M&A deal activity and status, policies bound and issued, and subjectivities using internal tools and systems.
  • Preparing quotes and policy documents for the insurance of M&A deals.
  • Engaging with insurance brokers, lawyers and clients to establish lasting relationships that contribute to success.
  • Attending industry events and gatherings.

Qualifications, Skills, and Experience:
  • Strong preference for 1-3 years of full-time, professional work experience in corporate settings, including legal, insurance, finance, accounting or other commercial/business sectors
  • Bachelor's degree, paralegal degree/certification or equivalent training or experience.
  • Ability to work in a fast-paced environment
  • Exceptional attention to detail and accuracy
  • Excellent verbal and written communication skills
  • Strong interest in M&A transactions, capital markets and related legal, financial and insurance dynamics

BHSI Offers:
  • A competitive package and exciting growth opportunities for career-oriented teammates.
  • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders.
  • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework.
  • Benefits that support your life and well-being, which include:
  • Comprehensive Health, Dental and Vision benefits
  • Disability Insurance (both short-term and long-term)
  • Life Insurance (for you and your family)
  • Accidental Death & Dismemberment Insurance (for you and your family)
  • Flexible Spending Accounts
  • Health Reimbursement Account
  • Employee Assistance Program
  • Retirement Savings 401(k) Plan with Company Match
  • Generous holiday and Paid Time Off
  • Tuition Reimbursement
  • Paid Parental Leave

The base salary range for this position in New York is $75,000 to $90,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates - both their capabilities and character - as demonstrated by our amazing culture.

NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

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