Alliant Insurance Services · 1 month ago
Transaction Analyst- Commercial P&C Insurance
United States
Full-time
Remote
Mid Level
$85K/yr - $95K/yr
3+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The role involves providing sophisticated risk advisory services to institutional clients, specializing in complex commercial real estate transactions, and managing pre-closing insurance and risk analysis.
ConsultingFinanceProperty & Casualty InsuranceFinancial ServicesInsurance
Responsibilities
Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS loan originations
Provides insurance requirements based on deal type, geography and lender requirements
Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation
Completes in-depth analysis of catastrophe modeling reports
Prepares waivers and exclusion reporting as appropriate
Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing
Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction
Creates and submits client deliverables including accurate risk assessment and documentation
Delivers complete deal package including evidence of insurance and other required documentation
Discusses the insurance package with investors and loan buyers
Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends
Serves as a trusted business advisor on all pertinent issues
Handles high level professional communications to institutional lenders and blue chip real estate owners
Responsible for deal flow management, client status reporting, issue tracking and resolution
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
Qualification
Required
Bachelor's Degree or equivalent combination of education and experience
Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience)
In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake
Valid Insurance License
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Good planning, organizational and prioritization skills
Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines
Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere
Strong proficiency in Microsoft Office Suite
Preferred
Transaction or deal management experience a plus
Commercial real estate lending experience a plus
Benefits
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services 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
8%
Represents job field similar to this job
Accounting and Finance
Management and Executive
Engineering and Development
Human Resources
Trends of Total Sponsorships
*2026 (2)
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Ilene Anders
Chief Financial Officer
Stephanie Beach
Senior Vice President, Employee Benefits
Recent News
Orange County Business Journal
2026-07-10
Company data provided by crunchbase