Senior Underwriter – TRI

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct research, underwriting, and support for transactional risk insurance policies, which includes drafting, negotiating, and modifying policy terms.

• Recognize deal risks by analyzing merger and acquisition (M&A) transaction documentation, both public and private, along with financial statements, due diligence reports, and more.

• Review M&A insurance proposals, prepare and submit quotes, collaborate with brokers, and secure business opportunities.

• Assist Senior Underwriters throughout the underwriting process and in Account Management, by monitoring transaction status, quoting, policy progress, premium statements, and related documentation.

• Draft, negotiate, and modify policy terms to address the unique risks and challenges presented by M&A transactions.

• Support and oversee the performance of external legal counsel representing the company in each M&A transaction.

• Build and maintain relationships with brokers, attorneys, private equity firms, deal principals, and colleagues from Tokio Marine HCC offices globally.

• Organize and/or take part in special projects related to underwriting standards, best practices, and legal compliance.

• Participate in off-site conferences, trade shows, seminars, and meetings.

⛳️ Requirements

• At least 5 years of relevant and progressive experience in investment banking, advisory roles in financial services, private equity, legal services, or relevant experience in financial lines underwriting.

• Bachelor's degree in Legal Studies, Economics, Business, Accounting, Finance, or a related field, or equivalent education and/or experience.

• A Master’s degree or Juris Doctorate is preferred.

• Specific experience in negotiating or mediating representations and warranties or other transactional risk insurance is preferred.

• Excellent written and verbal communication skills in English, with a focus on confidentiality, tact, and diplomacy (additional language skills are a plus).

• Basic understanding of legal exposures in transactions (such as taxation, breaches, litigation, price adjustments, damages, etc.).

• Familiarity with legal documentation, financial statements, and tax matters.

• Ability to apply comprehensive knowledge of principles, practices, and procedures.

• Exceptional organizational and analytical abilities; proven capacity to manage multiple tasks concurrently.

• Capability to perform under stressful conditions.

• Ability to thrive in a fast-paced environment and meet tight deadlines.

• Strong negotiation and communication abilities.

• Awareness of industry changes, legal updates, and technical advancements relevant to the Company’s business to proactively adapt to a changing business landscape.

• Intermediate proficiency and experience with the Microsoft Office suite (Excel, Access, PowerPoint, Word).

🏝️ Benefits

• Comprehensive medical, vision, and dental insurance, with eligibility starting on your first day of employment.

• Basic life and disability insurance coverage.

• 401(k) plan with a 6% company match.

• 20 days of paid time off (PTO), two floating holidays, approximately 11 paid holidays, and volunteer time off.

• Paid parental leave.

• Access to our award-winning wellness program, which includes mental health services, fitness network membership, and a complimentary Headspace subscription.

• Student loan matching program.

• Employee discount program.