Transactional Liability Underwriting Associate jobs in United States
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Ryan Specialty · 1 day ago

Transactional Liability Underwriting Associate

Ryan Specialty is a company focused on providing innovative insurance solutions, and they are seeking a Transactional Liability Underwriting Associate. This role involves underwriting M&A deals, managing files, preparing policy documents, and fostering relationships with stakeholders to ensure successful transactions.

Financial ServicesInsuranceRisk Management
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Supports underwriters in managing files and reviewing documents, assists with quoting, and preparation of policy wording, non-binding indication letters and binder agreements
Compiles data and reporting on the transactional liability portfolio, generates valuable insights for risk management and strategic decision-making in line with the M&A underwriting strategy
Reviews and drafts deal transaction documents, ensures accuracy and alignment with underwriting objectives specifically for representations and warranties insurance, tax liability insurance and contingent liability insurance products
Collects relevant underwriting information from sources, assesses factors such as business sector, deal structure, jurisdiction, and indemnification obligations to make decisions
Fosters relationships with insurance brokers, lawyers, private equity firms, M&A deal principals, and internal colleagues for successful deal execution
Communicates policy details, updates, and resolves policy issues with brokers, clients, and internal stakeholders, building trust and loyalty
Liaises with internal and external legal counsel when needed, facilitates smooth and transparent communication and efficient resolution of legal matters within transactions
Utilizes comprehensive training programs to gain deep knowledge of transactional liability underwriting principles, best practices, and industry trends
Participates in process improvement initiatives, brainstorms innovative solutions, and contributes to shaping the future of the transactional liability underwriting team by leveraging understanding of warranties & indemnity, tax & contingence insurance

Qualification

M&A UnderwritingRisk AnalysisPolicy PreparationFinancial AnalysisStakeholder CommunicationDeal DocumentationProcess ImprovementIndustry Trends KnowledgeLegal LiaisonData CompilationTeam CollaborationRelationship Building

Required

Bachelor's degree in Business Administration, Finance, or Risk Management required
1+ year of work experience in Financial or M&A Underwriting
Minimum requirements for state P&C and/or surplus line licenses

Preferred

Certified Merger and Acquisition Advisor (CM&AA)
Associate in Risk Management (ARM)

Benefits

Paid time off for company holidays
Vacation
Sick and personal days
Paid parental leave
Mental health services

Company

Ryan Specialty

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Ryan Specialty is an insurance firm that provides solutions for brokers, agents, and insurance carriers.

H1B Sponsorship

Ryan Specialty 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 (7)
2024 (5)
2023 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Katie Davies
CEO of JEM Specialty Underwriters, Technical Risk Underwriters and Per SE (Power.Energy.Risk)
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Jeremiah Bickham
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase