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About the Role
Serve as the Company’s senior legal executive and a member of the executive leadership team, advising the CEO, Board, and executive team on enterprise legal strategy, corporate governance, financing, strategic transactions, and legal matters supporting a growing property and casualty insurance platform. This role requires strong insurance industry expertise and substantial experience advising private equity-backed businesses and leading complex corporate and financing transactions.
Responsibilities
- Serve as the principal legal advisor to the CEO, Board, and executive leadership team.
- Shape legal strategy in support of the Company’s business objectives, evaluate significant opportunities and risks, and provide clear recommendations on complex or sensitive matters.
- Advise on the legal matters associated with private equity ownership, including shareholder arrangements, investor rights, governance requirements, management equity arrangements, and ownership transitions.
- Work with leadership and sponsor representatives to support growth and value-creation initiatives while protecting the Company’s interests.
- Partner with the CFO to lead the legal aspects of debt and equity financings, credit facilities, refinancings, recapitalizations, and potential liquidity transactions.
- Oversee transaction structuring, diligence, documentation, negotiation, and execution, including coordination with lenders, investors, regulators, and external advisors.
- Advise the Board and relevant committees on governance, fiduciary considerations, conflicts of interest, and significant corporate decisions.
- Oversee legal support for Board and committee activities, corporate records, delegated authorities, legal entity governance, and shareholder matters.
- Lead, mentor, and develop the General Counsel and Legal team.
- Establish clear responsibilities and escalation practices, and build the capabilities needed to support Incline’s growth.
- Lead legal work for acquisitions, investments, divestitures, partnerships, and other strategic transactions.
- Oversee due diligence, transaction negotiation and documentation, required approvals, closing, and integration.
- Help leadership assess transaction risks, obligations, and strategic implications.
- Provide senior legal oversight of Incline’s property and casualty insurance and reinsurance operations, including fronting and program structures, delegated authority arrangements, ceded and assumed reinsurance, and collateral arrangements.
- Guide the Legal team on complex agreements and material issues, and directly lead negotiations or escalations requiring executive involvement.
- Oversee legal support for relationships with MGAs, program administrators, reinsurers, brokers, TPAs, vendors, and strategic partners.
- Establish contracting standards, negotiation guidelines, and approval processes that protect the Company’s interests and enable timely business decisions.
- Provide legal advice on the regulatory requirements affecting Incline’s carriers and multi-entity operations.
- Partner with Compliance on examinations, inquiries, filings, licensing, regulatory approvals, and interactions with insurance regulators.
- Advise on the regulatory implications of growth, financing, and corporate transactions.
- Identify and oversee material legal exposures, establish escalation protocols, and advise on mitigation strategies.
- Partner with the CRO and Compliance to integrate legal considerations into enterprise risk management.
- Provide executive oversight of significant litigation, coverage and reinsurance disputes, investigations, and other contested matters, working with Claims and outside counsel as appropriate.
- Oversee legal advice on technology agreements, intellectual property, privacy, cybersecurity, data rights, and artificial intelligence.
- Partner with Technology and business leaders to support responsible adoption of new capabilities and address material legal risks.
- Set priorities and clear accountability, allocate work effectively, and strengthen succession and team capabilities.
- Manage the legal budget and outside counsel relationships, ensuring appropriate expertise, quality, and cost discipline.
- Improve contract management, workflows, legal technology, and knowledge sharing as the organization grows.
Requirements
- 15+ years of progressively responsible legal experience.
- Substantial property and casualty insurance experience.
- Senior legal leadership responsibility.
- Experience advising CEOs and boards.
- Experience leading complex, high-impact matters.
- Prior experience as a CLO, General Counsel, or senior legal leader with comparable scope is strongly preferred.
- Demonstrated experience advising private equity-backed companies or representing private equity sponsors and their portfolio companies.
- Understanding of sponsor governance, shareholder arrangements, management equity, and the legal considerations associated with growth and ownership transitions.
- Demonstrated record of leading the legal aspects of material debt or equity financings and complex corporate transactions.
- Experience includes credit facilities, recapitalizations, acquisitions, divestitures, or liquidity events.
- Ability to direct outside specialists while independently advising leadership on significant transaction issues and trade-offs.
- Strong knowledge of property and casualty insurance, reinsurance, state insurance regulation, and multi-entity insurance organizations.
- Experience with fronting carriers, MGA and program relationships, delegated authority, and reinsurance structures is strongly preferred.
- Ability to oversee complex insurance agreements and engage effectively with regulators is essential.
- Experience advising boards and senior executives on corporate governance, significant business decisions, and material legal risks.
- Ability to assess issues across the enterprise, communicate clear recommendations, and balance commercial objectives with legal and regulatory obligations.
- Proven ability to lead and develop experienced attorneys.
- Proven ability to establish effective working relationships across functions.
- Proven ability to manage outside counsel and legal spend.
- Strong executive presence, negotiation skills, discretion, and communication.
- Willingness to work directly on important matters in a lean, fast-moving organization.
- Juris Doctor (J.D.) degree from an accredited law school.
- Active license to practice law in at least one U.S. jurisdiction.
- Must be eligible to satisfy applicable requirements to provide legal services on behalf of the Company.
Skills
- Enterprise legal strategy
- Corporate governance
- Financing
- Strategic transactions
- Insurance industry expertise
- Private equity advisory
- Complex corporate transactions
- Complex financing transactions
- Commercial judgment
- Director and investor credibility
- Legal advice translation to business decisions
- Strategy setting
- Direct involvement in significant matters
- Private equity ownership matters
- Shareholder arrangements
- Investor rights
- Governance requirements
- Management equity arrangements
- Ownership transitions
- Growth and value-creation initiatives
- Capital markets
- Debt and equity financings
- Credit facilities
- Refinancings
- Recapitalizations
- Liquidity transactions
- Transaction structuring
- Diligence
- Documentation
- Negotiation
- Execution
- Board and corporate governance
- Fiduciary considerations
- Conflicts of interest
- Corporate records
- Delegated authorities
- Legal entity governance
- Shareholder matters
- Mergers and acquisitions
- Investments
- Divestitures
- Partnerships
- Closing
- Integration
- Transaction risks
- Transaction obligations
- Strategic implications
- Insurance operations
- Reinsurance operations
- Fronting structures
- Program structures
- Delegated authority arrangements
- Ceded reinsurance
- Assumed reinsurance
- Collateral arrangements
- Commercial agreements
- Program relationships
- MGAs
- Program administrators
- Reinsurers
- Brokers
- TPAs
- Vendors
- Strategic partners
- Contracting standards
- Negotiation guidelines
- Approval processes
- Insurance regulation
- Compliance
- Regulatory requirements
- Examinations
- Inquiries
- Filings
- Licensing
- Regulatory approvals
- Insurance regulators
- Regulatory implications
- Enterprise legal risk
- Disputes
- Legal exposures
- Escalation protocols
- Mitigation strategies
- Enterprise risk management
- Litigation
- Coverage disputes
- Reinsurance disputes
- Investigations
- Technology agreements
- Intellectual property
- Privacy
- Cybersecurity
- Data rights
- Artificial intelligence
- Legal team leadership
- Mentoring
- Team development
- Prioritization
- Accountability
- Work allocation
- Succession planning
- Team capabilities
- Legal budget management
- Outside counsel management
- Contract management
- Workflow improvement
- Legal technology
- Knowledge sharing
Location
- Austin, Texas
Work Type
- Hybrid
Experience Level
- 15+ years of experience
- Senior legal leadership
Education Level
- Juris Doctor (J.D.) degree
- Active license to practice law in at least one U.S. jurisdiction
About the Company
- Incline Insurance Group is seeking an accomplished Chief Legal Officer (CLO) to serve as the Company’s senior legal executive and a member of the executive leadership team.
- The CLO will advise the CEO, Board, and executive team on enterprise legal strategy, corporate governance, financing, strategic transactions, and the legal matters supporting a growing property and casualty insurance platform.
- This role combines strong insurance industry expertise with substantial experience advising private equity-backed businesses and leading complex corporate and financing transactions.
- The successful candidate will bring sound commercial judgment, credibility with directors and investors, and the ability to translate legal advice into practical business decisions.
- The CLO must be comfortable setting strategy while remaining directly involved in significant matters.
- Incline’s Legal team partners with the business on insurance and reinsurance agreements, program relationships, regulatory matters, corporate transactions, and dispute resolution.
- This is an opportunity to shape the legal strategy of a growing, private equity-backed insurance platform.
- The CLO will work directly with executive leadership and the Board, influence significant financing and transactional decisions, and develop a legal function that supports Incline’s next stage of growth.