At a Glance
- Tasks: Evaluate and underwrite risks while building relationships with brokers and clients.
- Company: Join Optio Group, a fast-growing global specialist in innovative insurance solutions.
- Benefits: Gain hands-on experience, competitive salary, and opportunities for professional growth.
- Other info: Work in a collaborative environment with significant opportunities for responsibility and development.
- Why this job: Be part of a dynamic team making a real impact in the transactional liability space.
- Qualifications: 2-3 years in transactional risk insurance or corporate finance; strong analytical skills required.
The predicted salary is between 50000 - 60000 £ per year.
Optio Group is a global specialist Managing General Agent (MGA) with a presence across the UK, USA, South America, Europe, Asia, and MENA. Known for our innovative and bespoke insurance solutions, we address both simple and complex risks with precision and agility. Supported by top-tier capacity providers and state-of-the-art data-driven models, we deliver exceptional results that cater to the evolving needs of brokers and clients. Our team of highly skilled underwriters and diverse specialists collaborates to foster long‑term relationships built on trust, transparency, and consistency. At Optio, we are proud to blend underwriting excellence with a forward-thinking approach, making us one of the fastest‑growing MGAs in the UK.
Optio’s Transactional Liability team are specialists in W&I insurance for the small to mid‑market, focusing on transactions with EVs up to GBP/EUR 250m. Optio have a proven track record for both innovation and first‑class service levels and, with a wealth of experience across a number of jurisdictions and sectors, its offering has become an essential tool for deal professionals operating in the small to mid‑market space. We are looking for an experienced M&A professional to join our growing team based in London. As a member of the transactional liability team, you will handle a variety of workstreams in a fast‑paced and highly collaborative environment. The role will be very hands‑on and you will be given the opportunity to take ownership of your work from an early stage.
As part of the role you will be expected to:
- Evaluate, quote and underwrite risks from submission through to inception, in accordance with underwriting guidelines and practices
- Proactively nurture and build relationships with brokers, advisors and clients
- Actively contribute to the team’s underwriting, growth and business development strategies
- Contribute to the continual development of Optio’s W&I insurance product
You will be joining a lean team of five and so opportunities for responsibility, development and growth are considerable.
Qualifications
- A minimum of 2-3 years in transactional risk insurance or corporate finance experience
- Strong analytical and evaluation skills relevant to underwriting and risk assessment
- Excellent written and verbal communication skills to maintain client and broker relationships
- Strong ability to multi‑task and prioritise conflicting tasks to meet relevant timetables
- Proficiency in data interpretation and financial analysis
- Attention to detail with strong organisational and multitasking abilities
- Proven ability to work independently as well as collaboratively in a team environment
- Bachelor’s degree in finance, business, law, or a related field is preferred
Associate Underwriter (Transactional Liability) employer: Optio
Optio Group is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong focus on employee growth and development, team members are empowered to take ownership of their work and contribute to innovative insurance solutions. The company fosters a culture of trust and transparency, providing employees with the opportunity to build meaningful relationships while working alongside industry experts in a fast-paced setting.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Underwriter (Transactional Liability)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and experience in transactional risk insurance. Share specific examples of how you've tackled challenges in the past to really stand out.
✨Be Ready for the Fast-Paced Environment
Since the role is all about handling multiple tasks in a collaborative setting, practice talking about your multitasking abilities. Prepare some stories that showcase how you’ve successfully managed competing priorities in previous roles.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our innovative team at Optio.
We think you need these skills to ace Associate Underwriter (Transactional Liability)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Associate Underwriter role. Highlight your experience in transactional risk insurance or corporate finance, and don’t forget to showcase those analytical skills that are key for underwriting.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Optio Group and how your background aligns with our innovative approach to insurance solutions. Keep it concise but impactful!
Showcase Your Communication Skills:Since strong communication is vital for this role, make sure your written application reflects your ability to convey ideas clearly. Use professional language, but let your personality shine through to show us who you are!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Optio
✨Know Your Stuff
Make sure you brush up on your knowledge of transactional liability insurance and M&A processes. Understand the key concepts and terminology, as well as Optio Group's unique approach to underwriting. This will show that you're genuinely interested in the role and can engage in meaningful discussions.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've successfully evaluated risks or made data-driven decisions in your previous roles. Highlight your analytical skills and how they relate to underwriting and risk assessment, as this is crucial for the Associate Underwriter position.
✨Build Rapport
Since the role involves nurturing relationships with brokers and clients, practice your communication skills. Be ready to demonstrate how you've built and maintained professional relationships in the past. A friendly, approachable attitude can go a long way in making a positive impression.
✨Be Ready to Multi-task
The job requires juggling multiple tasks in a fast-paced environment. Think of examples from your experience where you've successfully managed competing priorities. Show that you can stay organised and focused, even when things get hectic.
