- Lead the end-to-end due diligence process for new MGAs, treaties, and program opportunities, including financial, operational, and contractual reviews.
- Identify key risks and opportunities; work with colleagues and counterparties to mitigate risks where possible.
- Ensure a quality service and high-level customer experience is provided to MGAs, reinsurers, and regulators.
- Manage multiple projects simultaneously, ensuring timeliness and quality of deliverables.
- Prepare detailed reports and demonstrations for Senior Management, regulators, and reinsurers.
- Collaborate with underwriting, claims, finance, legal, compliance, and operations to ensure comprehensive due diligence assessments at SC2 phase and as needed.
- Monitor existing programs, track performance trends, and elevate concerns with recommended actions.
- Lead the preparation of diligence for program renewals, including historical and forecast analysis.
- Drive continuous improvement of due diligence procedures, tools, and documentation.
- Provide oversight to ensure contracts reflect negotiated terms and regulatory compliance
- Build and maintain strong relationships with MGAs, brokers, reinsurers, and regulators to support business growth.
Requirements
- 6–10 years of experience in due diligence, underwriting, risk management, program management, or related insurance industry roles.
- Demonstrated experience partnering with MGAs, insurance carriers, and key stakeholders within regulated environments.
- Proven success leading projects, driving operational improvements, and influencing business outcomes.
- Bachelor’s degree in Business, Finance, Economics, or a related field required.
- Advanced certifications such as CPA, CFA, CPCU, or ARe are highly valued.
- Strong understanding of insurance products, MGA structures, program business models, and regulatory environments.
- Deep knowledge of due diligence practices, financial analysis, and risk assessment methodologies.
- Excellent project management and organizational abilities, with a proven track record of leading cross‑functional initiatives from strategy through execution.
- Strong communication and presentation skills, with the ability to engage effectively across executive, operational, technical, and regulatory audiences.
Core Competencies
Demonstrates expertise in due diligence processes, financial analysis, and risk assessment within the insurance industry, while effectively managing projects and fostering relationships with key stakeholders. Proven ability to drive operational improvements and ensure regulatory compliance in a collaborative environment.
Highest-signal resume keywords
- Due Diligence Management
- Financial Analysis
- Risk Assessment
- Project Management
- Regulatory Compliance
ATS Optimization Keywords
Hard Skills
- Due Diligence
- Financial Analysis
- Risk Management
- Project Management
- Operational Improvement
- Insurance Products Knowledge
- MGA Structures Understanding
- Program Business Models
- Contract Negotiation
- Performance Monitoring
Soft Skills
- Strong Communication
- Presentation Skills
- Relationship Building
- Organizational Abilities
- Cross‑Functional Collaboration
Certifications & Qualifications
- CPA
- CFA
- CPCU
- ARe
Industry Keywords
- Insurance Industry
- MGA
- Reinsurers
- Regulatory Environments
- Stakeholder Engagement
- Operational Risk
- Program Renewals
- Due Diligence Procedures
- Contract Compliance
- Performance Trends