Marsh McLennan · 1 month ago
Transactional Advisor - Project Manager
New York - 1166
Full-time
Hybrid
Senior Level, Lead/Staff
$146K/yr - $310K/yr
8+ years expMarsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries. The Transactional Advisor - Project Manager role involves conducting risk management due diligence for private equity and corporate clients, facilitating transactions, and managing insurance purchasing for key firms. The position requires collaboration with various teams to ensure quality programs and services are delivered effectively.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if additional coverages should be considered post-close
Identify risk and insurance related-issues that may impact transaction value
Project estimated annual cost of risk for a target company’s insurance program on a post-closing basis and provide a comparison of such against prior year costs
Identify current insurance-related outstanding liabilities and determine if an adjustment to balance sheet may be warranted
Assist and support Senior Client Advisors on all areas of due diligence projects
Assist in analyzing claims data and loss projections of the target business, and identify any potentially problematic trends/patterns
Review litigation history. Ensure all relevant claims have been properly tendered to applicable insurer
Assist in the review draft purchase and sale agreements
Assist with recommendations with respect to pre and post-closing coverage for Directors & Officers liability
Assists in providing a written report summarizing Marsh PEMA’s analysis, advice and recommendations
Qualification
Required
8+ years P&C insurance experience
P&C License required or to be obtained
Bachelor's Degree in related field
Preferred
PEMA experience highly preferred
Bilingual (English/Spanish) is a plus
Knowledge of client risk issues and experience in the management of large, complex transactions and experience in a client-facing role
Ability to network with clients, colleagues, insurance carriers and prospects
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
Company data provided by crunchbase