Transactional Advisor - Project Manager
Listed on 2025-12-13
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Insurance
Risk Manager/Analyst
We are seeking a talented individual to join PEMA team role will be based in Miami and requires working at least three days a week in the office.
PurposeWorks as a relationship manager to conduct risk management due diligence for private equity and strategic buyers and sellers. Works with corporate client deal teams to facilitate transactions. Manages leveraged purchasing of insurance for key private equity firms and their portfolio companies. Oversees various Marsh resources and Marsh's work with underwriters to ensure quality programs and services.
Due Diligence Project ManagementDirect team of risk management product line specialists in reviewing transaction specific exposures, analyzing coverage, actuarial assessment of outstanding and projected self-funded costs, identifying potential uninsured hidden liabilities and estimating pricing for recommended coverages, transaction specific coverages and post-close coverages. Draft and deliver due diligence reports and oversee new and renewal risk management programs.
What can you expect?- Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if additional coverages should be considered post-close.
- Identify risk and insurance related-issues that may impact transaction value.
- Project estimated annual cost of risk for a target company's insurance program on a post-closing basis and provide a comparison of such against prior year costs.
- Identify current insurance-related outstanding liabilities and determine if an adjustment to balance sheet may be warranted.
- Gain exposure to key stakeholders and have the ability to make strong business connections.
- An opportunity for long-term growth within a dynamic and growing business unit.
- Exceptional benefits, great time off and additional benefits that come with working at Marsh.
- Assist and support Senior Client Advisors on all areas of due diligence projects.
- Assist in analyzing claims data and loss projections of the target business, and identify any potentially problematic trends/patterns.
- Review litigation history. Ensure all relevant claims have been properly tendered to applicable insurer.
- Assist in the review draft purchase and sale agreements.
- Assist with recommendations with respect to pre and post-closing coverage for Directors & Officers liability.
- Assist in providing a written report summarizing Marsh PEMA's analysis, advice and recommendations.
- 8+ years P&C insurance experience, PEMA experience highly preferred.
- P&C License required or to be obtained.
- Bachelor's Degree in related field.
- Bilingual (English/Spanish) is a plus.
- Knowledge of client risk issues and experience in the management of large, complex transactions and experience in a client-facing role.
- Ability to network with clients, colleagues, insurance carriers and prospects.
Marsh, a business of Marsh McLennan, is the world's top insurance broker and risk advisor. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
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