Transactional Advisor - Project Manager jobs in United States
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Marsh · 1 day ago

Transactional Advisor - Project Manager

positionMiami, FL
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Marsh is a global leader in risk, strategy and people, and they are seeking a Transactional Advisor - Project Manager to join their PEMA team. The role involves conducting risk management due diligence for private equity and strategic buyers and sellers while managing transactions and overseeing insurance purchasing for key clients.

ConsultingInsuranceRisk Management
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H1B Sponsor Likelynote

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

P&C insurance experienceDue diligence project managementRisk management analysisClient-facing experienceBilingual (English/Spanish)Networking abilityBachelor’s DegreeP&C License

Required

8+ years P&C insurance experience, PEMA experience highly preferred
P&C License required or to be obtained
Bachelor's Degree in related field

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

Exceptional benefits, great time off and additional benefits that come with working at Marsh.

Company

Marsh

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Marsh provides insurance brokering and risk management services for enterprises.
dateFounded in 1871
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.marsh.com

H1B Sponsorship

Marsh 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 (26)
2024 (30)
2023 (39)
2022 (70)
2021 (34)
2020 (38)

Funding

Current Stage
Late Stage
Total Funding
$0.21M
2022-07-01Series Unknown· $0.21M

Leadership Team

L
Levee Brooks
Chief Operating Officer, North America
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David Liston
US and Canada Chief Commercial Officer
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Recent News

Insurance News in the United States
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2025-12-13
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2025-12-06
Company data provided by crunchbase