AXA XL · 9 hours ago
Underwriter II, Mergers & Acquisitions Insurance
Boston, MA
Full-time
Onsite
Mid Level
$85K/yr - $149K/yrAXA XL is a global leader in Mergers & Acquisitions Insurance, focusing on transactional risk insurance solutions for private equity firms and corporate buyers. The Underwriter II position involves establishing strong business relationships, analyzing M&A documentation, and leading the underwriting process for insurance policies.
ConsultingCustomer ServiceFinanceInsurance
Responsibilities
Reviewing and analyzing public and private M&A transaction documentation, due diligence reports, and target company financial statements/quality of earnings reports in order to identify deal risks, assess target company financial strength and perform pre-underwriting analysis used in quoting representations and warranties insurance
Drafting and submitting custom-tailored quotes for proposed M&A insurance policies and following up with brokers to win new business
Interacting with and supporting the M&A management team with day-to-day business issues and leading the underwriting process on transactions including performing detailed analysis of issues raised on underwriting calls and in due diligence reports
Negotiating and drafting insurance policy terms and language specifically addressing the risk and issues in each transaction
Collaborating with and supervising outside legal counsel and/or accountants hired to represent AXA XL with due diligence on each transaction
Developing and cultivating relationships with M&A insurance brokers, lawyers, private equity firms, deal principals and internal AXA XL colleagues
Gathering underwriting information via the Internet and other publicly available sources and completing underwriting analysis for each unique risk
Conducting financial analysis on target companies and potential insureds
Qualification
Required
Corporate experience working in a transaction-oriented role such as M&A insurance underwriting, investment banking, private equity or other financial services advisory capacity, in-house corporate legal team or law firm experience, internal corporate development team at a strategic acquirer or a transaction advisory services role at an accounting firm
Significant financial lines underwriting experience from an established insurance carrier
Knowledge of transactional legal exposures (warranty breaches, tax structuring issues, price adjustment mechanisms, litigation, and computation and measure of damages)
Ability to comprehend financial statements and comfort addressing tax issues and other commercial matters
Excellent written and oral communication skills
Effective negotiating skills and comfort working with legal documents
Self-starter, highly focused, enthusiastic and creative thinker
Well-rounded interpersonal skills and ability to work collaboratively within a team environment
Organized, and able to work in a fast-paced environment with tight deadlines and deal-time pressures
Preferred
Financial Accounting / Auditing experience
Specific experience with procuring, broking or negotiating representations and warranties insurance or other transactional risk insurance on behalf of deal clients
Juris Doctorate degree
Bachelor's degree in Finance, Accounting, Economics or Business
Benefits
Competitive retirement savings plan
Health and wellness programs
Wide range of learning opportunities for colleagues
Company
AXA XL
We are a leading provider of insurance and reinsurance offering innovative risk management solutions for businesses worldwide.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joseph Tocco
Chief Executive Officer, Americas
Rose Hall, PE
Co-Founder, AXA XL Ecosystem
Recent News
CEE Legal Matters
2025-07-11
Company data provided by crunchbase