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For Companies At a Glance
- Tasks: As a W&I broker, you'll advise clients on M&A insurance solutions and manage negotiations.
- Company: Join a leading broker specializing in transactional liability insurance for global M&A processes.
- Benefits: Gain exposure to high-stakes deals and build a network in the M&A community.
- Why this job: This role offers strategic involvement in major transactions and the chance to shape client outcomes.
- Qualifications: Qualified lawyer or accountant with experience in corporate law or M&A transactions preferred.
- Other info: No prior insurance experience needed; just bring your negotiation skills and strategic mindset.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Our client is a market leading broker of transactional liability insurance products including W&I and Tax liability insurance. Their Transactional Risk team has a long-standing history of supporting private equity funds, corporates and law firms participating in M&A processes across the globe. They provide bespoke insurance solutions, such as warranty and indemnity insurance, to facilitate and enhance transactions. These solutions may be used by sellers to obtain a “clean” exit, or strategically by buyers to address transaction issues and enhance their bid.
Working closely with a client’s deal team, the team structures warranty and indemnity insurance and other transactional risk insurance solutions to provide comprehensive coverage for liabilities arising under the sale and purchase agreement negotiated by our clients.
The Role:
As a W&I broker, you will be responsible for working with clients and their legal representatives to advise on how M&A insurance products can be incorporated into a transaction process to enable them to meet their commercial objectives. This will include reviewing acquisition agreements and due diligence materials to identify and structure insurance solutions to provide alternative recourse solutions for breaches of the warranty package and other identified risks within a transaction.
Your Responsibilities:
- Build and maintain relationships with the M&A community, including financial sponsors, corporates, law firms and other advisors.
- Undertake in-depth analysis on each client transaction to understand all potential risks associated with the deal and advise on possible M&A insurance solutions.
- Take oart in negotiations with insurers, in line with the commercial transaction strategy, to develop enhanced and bespoke policy wordings and coverage positions.
- Provide strategic advice to clients on how M&A insurance products can be introduced to a transaction process enabling them to achieve their objectives.
- Manage the policy and coverage negotiation process to ensure that the client’s commercial objectives are achieved
Required Skills:
- Qualified lawyer with proven in-practice experience of corporate law or an accountant working within a transactional environment
- Previous experience of working on private equity or M&A transactions is highly beneficial
- Proven experience of developing client strategy and negotiating in support of that strategy is highly beneficial
Previous insurance experience is not required.
W&I Insurance Broker employer: SRM Recruitment
Contact Detail:
SRM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land W&I Insurance Broker
✨Tip Number 1
Network actively within the M&A community. Attend industry events, webinars, and conferences to meet potential clients and partners. Building relationships with financial sponsors, corporates, and law firms can open doors to opportunities in W&I insurance.
✨Tip Number 2
Stay updated on the latest trends and developments in transactional liability insurance. Understanding the nuances of warranty and indemnity insurance will help you provide valuable insights during client discussions and negotiations.
✨Tip Number 3
Leverage your legal or accounting background to demonstrate your expertise in corporate law or transactional environments. Highlighting your experience in private equity or M&A transactions will make you a more attractive candidate for this role.
✨Tip Number 4
Prepare for negotiations by familiarizing yourself with common policy wordings and coverage positions in M&A insurance. Being well-versed in these areas will enable you to effectively advocate for your clients' commercial objectives during the negotiation process.
We think you need these skills to ace W&I Insurance Broker
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the W&I Insurance Broker position. Understand the responsibilities and required skills, and think about how your experience aligns with them.
Tailor Your CV: Customize your CV to highlight relevant experience in corporate law, M&A transactions, or client strategy development. Use specific examples that demonstrate your ability to manage negotiations and provide strategic advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of transactional liability insurance products. Explain how your background as a qualified lawyer or accountant makes you a strong candidate for this role.
Highlight Relationship-Building Skills: In both your CV and cover letter, emphasize your ability to build and maintain relationships within the M&A community. Provide examples of how you've successfully collaborated with clients and legal representatives in the past.
How to prepare for a job interview at SRM Recruitment
✨Understand the M&A Landscape
Make sure you have a solid grasp of the M&A process and the role of insurance within it. Familiarize yourself with common terms and practices, as well as recent trends in transactional liability insurance.
✨Showcase Your Legal Expertise
As a qualified lawyer, be prepared to discuss your experience with corporate law and how it relates to M&A transactions. Highlight specific cases where you've successfully navigated complex legal issues.
✨Demonstrate Relationship-Building Skills
Since building relationships with the M&A community is crucial, think of examples where you've successfully established and maintained professional connections. Be ready to discuss how you would approach networking in this role.
✨Prepare for Negotiation Scenarios
Expect to discuss negotiation strategies, especially in relation to policy wordings and coverage positions. Prepare examples from your past experiences where you effectively negotiated terms to meet client objectives.
