Underwriting Leader – Representations and Warranties, M&A Financial Lines

• Conduct background research on transaction parties and their industries
• Review client motivations, transaction context and the value of insurance coverage
• Review agreements and documentation relevant to risk analysis and assessment
• Analyze and assess complex, highly negotiated risks according to product line policies and procedures
• Exercise judgment on coverage, structure, pricing and risk selection
• Prepare and negotiate non-binding indication letters, insurance policies and binder agreements
• Serve as key contact for clients, advisors, brokers and deal professionals
• Lead and participate in underwriting conference calls
• Manage the underwriting process and outside counsel and advisor work
• Present preliminary findings and conclusions to management
• Provide technical guidance, coaching and support to less experienced team members
• Contribute to consistent underwriting practices across the Group
• Market transactional insurance products to brokers, private equity firms, law firms, investment banks, accounting firms, consulting firms and prospective clients
• Develop presentation, marketing and informational materials for M&A professionals
• Help enhance transactional insurance products based on market developments, claims experience and transaction structures
• Contribute to product-line strategy, underwriting appetite, portfolio quality, broker engagement and profitable growth initiatives

• Exceptional written and oral communication skills, including advanced proficiency in drafting clear, precise legal and commercial documents
• Advanced understanding of complex corporate structuring and financing arrangements
• Demonstrated ability to lead negotiations with commercially and legally sophisticated advisors, brokers and clients
• Strong judgment and solutions-oriented approach to novel or complex issues
• Ability to lead and manage multiple complex underwriting processes and prioritize material risks
• Strong interpersonal and leadership skills
• Ability to collaborate across functions, geographies and levels of seniority
• Ability to make sound commercial decisions involving complex legal, financial and underwriting risk assessment
• Ability to operate independently with initiative, accountability and professional judgment
• Advanced competency in complex corporate M&A transactions and drafting transaction documents
• Advanced negotiating and relationship-management skills
• Deep knowledge of transactional legal exposures, including warranty breaches, tax structuring issues, litigation, and computation and measure of damages
• Strong financial and commercial acumen, including analysis of financial statements, financial reports, quality of earnings reports and commercial due diligence materials
• Ability to prepare and deliver compelling presentations to brokers, regional offices, legal advisors, clients and sophisticated audiences
• At least 7 years of professional experience in M&A legal, underwriting, corporate finance or another relevant business discipline
• At least 3 years of direct underwriting experience with M&A insurance products
• Significant experience with insurance sector or other financial institutions
• Strong understanding of underwriting discipline, portfolio considerations and the M&A insurance marketplace

Demonstrates advanced competency in complex corporate M&A transactions, underwriting processes, and risk assessment, with strong judgment and negotiation skills. Capable of preparing and delivering compelling presentations while collaborating effectively across functions and levels.

• Advanced Understanding Of Complex Corporate Structuring
• Direct Underwriting Experience With M&A Insurance Products
• Strong Financial And Commercial Acumen
• Exceptional Written And Oral Communication Skills
• Deep Knowledge Of Transactional Legal Exposures

• Risk Analysis And Assessment
• Negotiation Of Insurance Policies
• Preparation Of Non-Binding Indication Letters
• Analysis Of Financial Statements
• Drafting Transaction Documents
• Underwriting Process Management
• Market Transactional Insurance Products
• Portfolio Considerations
• Commercial Due Diligence
• Judgment On Coverage And Pricing

• Strong Interpersonal Skills
• Leadership Skills
• Solutions-Oriented Approach
• Ability To Collaborate Across Functions
• Initiative And Accountability

• M&A Insurance Marketplace
• Transactional Insurance Products
• Corporate Finance
• Financial Institutions
• Legal Advisors
• Private Equity Firms
• Investment Banks
• Accounting Firms
• Consulting Firms
• Complex Legal And Financial Issues