Private Equity Account Handler

Our client is a specialist independent commercial insurance broker with a strong focus on Private Equity and M&A insurance due diligence. Operating from Manchester city centre, the business works directly with investors and deal teams on complex transactions, providing clear, commercially focused insurance advice at key decision points.

This is a strong opportunity to join a growing Private Equity & M&A team and play an active role in live transactions. The role offers direct exposure to acquisitions, disposals and refinancing activity, working closely with Private Equity firms, Venture Capital investors and Family Offices. It is a fast-paced, client-facing position suited to someone who enjoys deal-driven work and taking ownership of multiple transactions.

Key Responsibilities:

• Scope and deliver insurance due diligence on live transactions.
• Engage with investors and deal advisers to understand transaction requirements.
• Review target company insurance programmes, including structure, cost and claims history.
• Identify insurance risks, gaps and coverage issues impacting valuation or deal structure.
• Produce clear, commercially focused insurance due diligence reports.
• Present findings and recommendations to clients and internal stakeholders.
• Liaise with insurers to support transaction outcomes and secure appropriate terms.
• Maintain accurate client and transaction records using internal systems.
• Ensure all activity meets regulatory and compliance standards.

Experience & Skills Required:

• Experience with in insurance broking, underwriting or claims.
• Exposure to Private Equity, M&A or complex commercial clients is advantageous.
• Strong technical insurance knowledge and attention to detail.
• Comfortable managing multiple live transactions to tight deadlines.
• Confident written and verbal communication skills.
• Ability to operate in a fast-paced, deal-driven environment.
• Experience using Acturis and Salesforce preferred.
• Dip CII or ACII qualified or committed to achieving these qualifications.

Benefits:

• Competitive salary of £40,000 - £50,000 depending on experience.
• 26 days' holiday, increasing with length of service.
• Hybrid working.
• Gym membership contribution.
• Health Cash Plan.
• Birthday day off.
• EV Car Scheme.
• Family Travel Insurance.
• Additional employee perks and wellbeing support.

If this sounds like the perfect next step in your career, apply with your CV today!

Want to know more? For further information please contact one of our specialist consultants and quote job reference NJR
16473.