Description:
The Assistant General Counsel – M&A's primary duties will be to support mergers, acquisitions, strategic investments and joint ventures across the Property & Casualty (P&C) insurance space. This role is ideal for a skilled transactional attorney who brings not only strong M&A experience but also an understanding of the unique regulatory and business frameworks of the insurance industry.Specific responsibilities include:
- Provide legal support for M&A and strategic investment activity, including structuring, due diligence, negotiation, documentation, and closing of insurance carrier, agency, Insurtech and other transactions.
- Draft and negotiate a wide range of transaction documents, including confidentiality agreements, letters of intent, asset and stock purchase agreements and reinsurance agreements.
- Lead and coordinate legal due diligence, with particular attention to regulatory issues, producer licensing, reinsurance, legacy liabilities, and data/privacy risks.
- Partner with regulatory and compliance teams to assess and address regulatory approvals, Form A filings and post-transaction compliance.
- Collaborate cross-functionally with business leads, finance, corporate development, and actuarial teams throughout all stages of the transaction lifecycle.
- Support integration planning and execution from a legal perspective, including contract assignments, employee transition and internal governance.
- Manage and direct outside counsel and specialist advisors as needed.
- Stay informed of market trends, competitive transactions, and changes in state insurance regulatory frameworks impacting M&A.
Qualifications:
- J.D. from an accredited law school; licensed and in good standing in at least one U.S. jurisdiction.
- 4+ years of legal experience focused on M&A transactions, including experience with insurance-related deals (either in-house at an insurer/agency or at a top law firm).
- Strong working knowledge of P&C insurance industry structures (e.g., carriers, MGAs, fronting arrangements, reinsurance, agency networks).
- Experience working with or advising on insurance regulatory filings and approvals in M&A contexts.
- Excellent drafting, negotiation, and analytical skills.
- Strong project management ability and comfort handling multiple workstreams simultaneously.
- Effective communicator with the ability to influence stakeholders and simplify complex legal matters.