About the Role
HUB International's Private Equity and M&A practice serves as a trusted advisor to private equity firms, family offices, and strategic acquirers. This role manages the insurance due diligence process from kickoff through final report, coordinating with deal teams and drawing on HUB's network of experts to deliver a comprehensive picture of the target's insurance program. It requires a highly organized, commercially minded professional who thrives in a fast-paced environment and communicates confidently with senior stakeholders.
Responsibilities
- Manage commercial insurance due diligence engagements from kickoff through final written report, running multiple projects simultaneously across different industries and transaction structures
- Analyze P&C insurance programs for coverage adequacy, uncovered exposures, and pricing benchmarks relative to industry peers
- Prepare and present written due diligence reports for PE clients, corporate acquirers, and deal advisors
- Coordinate with HUB specialty and industry experts to address complex or niche coverage areas
- Collaborate with HUB's Employee Benefits due diligence team on shared engagements, ensuring clients receive a unified and complete picture across all diligence workstreams.
- Communicate directly with target company management and C-suite executives to collect and clarify diligence information
- Review and interpret financial statements and risk management programs of target companies
- Support ongoing client relationship management with PE firms and repeat acquirer clients
Requirements
- Strong analytical and written communication skills with the ability to translate technical insurance concepts for deal teams and executives who are not insurance professionals.
- 3 or more years of commercial P&C insurance experience with working knowledge of property, casualty, and specialty lines.
- Highly organized with the ability to manage multiple concurrent engagements under competing deadlines without losing attention to detail.
- A resourceful, self-directed professional who takes ownership of engagements and drives them forward without waiting to be told the next step.
- Prior M&A or transaction-related insurance experience is a plus.
- Direct experience working with or alongside private equity firms, investment banks, or deal advisors is an advantage.
- Adaptable to a deal-driven, irregular workflow.
- Comfortable adopting new technology and AI tools to work more efficiently and deliver better outcomes.
Work Type
- full-time
Experience Level
- 5-7 years of relevant experience
Education Level
- Bachelor's degree
Salary/Compensations
- $125,000- $175,000
Benefits
- health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
About the Company
- At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their unique, regional culture while leveraging support and resources from our corporate centers of excellence.
- HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Equal Opportunity
- HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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