Producer – Transactional Risk Sales

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Identify and engage new business opportunities through both internal and external contacts.

• Offer insurance expertise related to the acquisition and disposition of assets and businesses.

• Negotiate options for transactional risk insurance coverage with insurance carriers, clients, and their legal representatives.

• Review transaction and due diligence documents to comprehend target company profiles and provide initial terms.

• Assess “critical flaws” that may affect the transaction and collaborate closely with the legal team on coverage or contractual risk management concerns.

• Utilize extensive experience, knowledge, and data to navigate complex situations effectively.

• Act as the primary client contact for insurance opportunities from the initial engagement to the closing and policy issuance.

⛳️ Requirements

• A Bachelor's degree or equivalent professional experience.

• Juris Doctor (JD) preferred.

• 5-7 years of proven success in the Commercial Title/Commercial Real Estate industry.

• Demonstrated ability to meet and exceed sales targets.

• A valid driver’s license is required.

• Expertise in building and maintaining client relationships.

• Strong written and oral communication abilities.

• Outstanding interpersonal, customer service, sales, and relationship management skills.

• Possession of a Property & Casualty license and Excess/Surplus Lines license, or the capability to obtain these licenses within the first 60 days of employment.

• The ideal candidate will have five or more years of M&A experience in roles such as attorney, transactional risk broker, underwriter, accountant, investment banker, or similar deal professional.

🏝️ Benefits

• Medical

• Dental

• Vision

• 401k

• PTO/paid sick leave

• Employee stock purchase plan