Risk Analyst – Mergers & Acquisitions Job Listing at EPIC in Alpharetta, GA (Job ID 8002470002)

Description

Greyling Insurance Brokerage, a division of EPIC, (“Greyling”) is a leading insurance broker and risk management consultant for architecture, engineering, construction contracting, and legal services firms. Our clients design, construct, and litigate over some of the most interesting and complex construction projects in the world. They also engage in frequent merger and acquisition activity, which requires extensive due diligence services and support. Greyling provides merger & acquisition due diligence services as they relate to property, casualty, professional, cyber, and management liability insurance.  Greyling clients request this service when the clients are acquiring another entity.

JOB OVERVIEW:

The Risk Analyst – Mergers & Acquisitions will be responsible for executing merger and acquisition due diligence services for our clients. This role will partner closely with the broker teams to best handle client needs, and will also present to and interface with clients regarding the due diligence process, reports, and other activities. The analyst will dig into the work to write reports, review policies, and other hands-on activities related to due diligence services. 

LOCATION: Hybrid - 3 days a week in Alpharetta, GA office

WHAT WE'RE LOOKING FOR:

• Required: Current or recent experience performing merger & acquisition due diligence work as part of an insurance brokerage or in an underwriting capacity.
• Candidates with strong, professional communication skills - both written and verbal - to interact with all levels of the internal organization, as well as external clients.
• Strong time management skills and self-starter, someone who understands what needs to be done and proactively takes it on.
• High attention to detail and thoroughness, adept at digging into the details of reports and policies.

WHAT YOU'LL DO:

A detailed list of job duties includes (but is not limited to):

• Assist with the execution of 30-60 acquisitions per year ranging from $2 million to $200 million + in deal value.
• Work with clients to collect all risk management and commercial property, casualty, professional, cyber, and management liability insurance related information and documents.
• Review commercial property, casualty, professional, cyber, and management liability insurance coverages and risk exposure information collected and the analysis from the subject matter experts.
• Notify buying company underwriters of pending acquisition, including obtaining additional premium or pricing to incorporate the selling company's program into that of the buying company.
• Write a report or produce a deliverable that summarizes the evaluation, conclusions and recommendations – include the total cost of risk, coverage analysis and program structure changes.
• Work closely with Greyling broker teams for purposes of due diligence and post-acquisition integration, including tail placement, obtaining necessary endorsements, and other integration-related efforts for completed acquisitions.

WHAT YOU'LL BRING:

EDUCATION AND/OR EXPERIENCE:

• Preferred: A bachelor's degree from a four-year college or university.
• Required: 5+ years' experience in insurance brokerage or underwriting capacity (experience with professional liability insurance preferred). Must have current or recent experience performing merger & acquisition due diligence work.
• Required: Current property & casualty insurance license

QUALIFICATIONS AND COMPETENCIES:

• Must have proficient Microsoft Office Suite skills (Excel, Word, Outlook and Power Point).
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Must be highly analytical and have a strong attention to detail.
• Must have strong written and oral communication skills.
• Ability to build relationships effectively with clients, insurers (underwriting, claims, and risk management), and peers; position requires teamwork, poise, tact, and diplomacy.
• Excellent time management and organizational skills.
• Desire and ability to work in fast-paced environment while managing multiple competing tasks and demands.
• Ability to work both independently and in cross-functional teams.
• Willingness to learn about insurance for architecture, engineering, and construction industry clients.
• Extra work hours may be required.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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