King Insurance Partners, LLC is growing and seeking an exceptional individual with proven discipline, drive to advance and commitment to join our team as a Mergers and Acquisitions Associate. The ideal candidate will be sales and service focused, team-oriented, self-motivated, resourceful, detail-oriented and enjoy working in a collaborative and fast-paced environment. This position will work remotely and report to the VP of Mergers and Acquisitions.
At King Insurance Partners, LLC, we’re dedicated to providing top-tier insurance solutions to our clients while fostering a positive and collaborative work environment. As a growing leader in the insurance industry, we’re excited to welcome new team members who share our commitment to excellence.
As we continue to expand our presence and reputation within the insurance sector, we recognize that the cornerstone of our success is the expertise and dedication of our team members. We’re eager to welcome individuals who are not only passionate about insurance but also excited to contribute their unique skills and perspectives to our dynamic and driven team.
If you’re enthusiastic about making a meaningful impact in the insurance industry, and if you’re ready to be part of a team that values dedication, innovation, and client satisfaction, we invite you to explore the exciting opportunities that await you at King Insurance Partners, LLC. Together, we can continue to redefine excellence in insurance services and create a legacy of success.
Requirements:
- Demonstrate proactive initiative and drive to identify opportunities and drive impactful strategic initiatives.
- Conduct in-depth qualitative and quantitative analysis to drive critical strategic projects and initiatives, enabling informed decision making and immediate contributions to organization growth.
- Evaluate potential acquisition targets, crafting robust business cases that serve as the cornerstone for strategic decisions.
- Facilitate seamless merger integration, planning, and execution including financial and operational revisions.
- Collaborate with senior management to evaluate potentials risks and benefits of M&A transactions.
- Provide expertise and support across various corporate transactions, adapting to dynamic business needs and challenges with proactive problem-solving.
- Utilize Excel to create complex and sophisticated deliverables.
- Organize daily follow-up communication tasks using CRM.
- Conduct research and analysis to screen and qualify potential M&A opportunities.
- Participate in continuous improvement related to business development processes.
- Build strong and trusted relationships with acquisition targets; ensure the agency’s unique value proposition is fully understood and appreciated.
- Conduct data analysis to support key initiatives based on the needs and strategic direction of the agency.
- Conduct industry research and market analysis to identify prospects for acquisition.
- Host conference calls and virtual meetings as needed.
- Maintain confidentiality & sensitivity with respect to all functions.
- Create documents related to mergers and acquisitions.
- Research and resolve issues that arise throughout the mergers and acquisitions process.
- Create presentations, reports, and other deliverables.
- All other duties as assigned.
Knowledge, Skills and Abilities (KSA):
- In-depth knowledge of business strategies and forecasting.
- Proficient in understanding business financials (Profit and Loss statements)
- Thorough understanding of the Due Diligence process.
- Strong working knowledge of Mergers and Acquisitions.
- Strong project management skills, organizational skills, and the ability to thrive in a fast-paced work environment.
- Ability to organize, monitor, and track numerous deals and prospects.
- Strong interpersonal skills & oral communication skills with experience interacting with customers/ third parties.
- Team player with strong work ethic able to perform successfully in a fast-paced, high-pressure environment.
- Solid written and presentation preparation skills; proficiency in Word and Excel.
- Determined with exceptional attention to detail and persistent work ethic.
- Initiative-taking and results driven mindset.
Required:
- Bachelor’s degree in Business, Finance, Accounting, or related field.
- Prior full-cycle mergers and acquisitions experience.
- Prior experience with Profit and Loss statements (P&L).
- Ability to think critically, strategically, and practically.
- Experience working independently and as part of large, cross-functional teams.
- Comfortable in a fast-paced, entrepreneurial environment and to complete assigned projects by prescribed deadlines.
Benefits:
- Medical, Dental, Vision
- Short Term Disability
- Long Term Disability
- Life Insurance
- 401K
- Generous PTO Policy
Equal Opportunity Employer
King Insurance Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences. Join us in making a difference in the insurance industry. Apply today and become a part of the King Insurance Partners, LLC team!
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work setting:
Experience:
- Profit & loss: 2 years (Required)
- Mergers & acquisitions: 2 years (Required)
Work Location: Remote