Transactional Insurance Broker - Mergers & Acquisitions
EPIC Insurance Brokers & Consultants, Des Peres, MO, United States
Overview
Greyling Insurance Brokerage, a division of EPIC, ("Greyling") is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance. Greyling clients request this service when the clients are acquiring another entity.
What we’re looking for
WHAT WE’RE LOOKING FOR:
Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
High attention to detail and thoroughness, adept at digging into the details of reports and policies.
Responsibilities
What you’ll do:
A detailed list of job duties includes (but is not limited to):
Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.
What you’ll bring
EDUCATION AND/OR EXPERIENCE:
Preferred: A bachelor’s degree from a four-year college or university.
Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
Required: Current property & casualty insurance license or willing to obtain license
QUALIFICATIONS AND COMPETENCIES:
Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Must be highly analytical and have a strong attention to detail.
Must have strong written and oral communication skills.
Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
Excellent time management and organizational skills.
Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
Ability to work both independently and in cross-functional teams.
Willingness to learn about insurance for architecture, engineering, and construction industry clients.
Extra work hours may be required.
Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Location
LOCATION:
Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/
Will consider fully remote for well-qualified candidates, but some travel will be required.
Why EPIC/Greyling
EPIC has over 60 offices and 3,500 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to Insurance Journal
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#J-18808-Ljbffr
Greyling Insurance Brokerage, a division of EPIC, ("Greyling") is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance. Greyling clients request this service when the clients are acquiring another entity.
What we’re looking for
WHAT WE’RE LOOKING FOR:
Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage, including involvement in placing coverages & presenting to clients.
Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
High attention to detail and thoroughness, adept at digging into the details of reports and policies.
Responsibilities
What you’ll do:
A detailed list of job duties includes (but is not limited to):
Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company’s program into that of the buying company.
Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.
What you’ll bring
EDUCATION AND/OR EXPERIENCE:
Preferred: A bachelor’s degree from a four-year college or university.
Required: 5+ years’ experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred).
Required: Current property & casualty insurance license or willing to obtain license
QUALIFICATIONS AND COMPETENCIES:
Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Must be highly analytical and have a strong attention to detail.
Must have strong written and oral communication skills.
Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
Excellent time management and organizational skills.
Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
Ability to work both independently and in cross-functional teams.
Willingness to learn about insurance for architecture, engineering, and construction industry clients.
Extra work hours may be required.
Compensation
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
Location
LOCATION:
Preferred - Hybrid (3 days a week in-office) in one of the following office locations: IL - Chicago; GA - Alpharetta; MO - St. Louis; NY - New York City; VA - McLean. https://www.epicbrokers.com/about/locations/
Will consider fully remote for well-qualified candidates, but some travel will be required.
Why EPIC/Greyling
EPIC has over 60 offices and 3,500 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to Insurance Journal
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#J-18808-Ljbffr