Transactional Advisor – EB
Job title: Transactional Advisor – EB in Houston, TX - Dallas, OR at The Rogan Group
Company: The Rogan Group
Job description: Our client, a Top 15 National Broker with over $3.5B in revenue and 8,000+ staff members is looking to fill a Transactional Advisor role responsible for carrying out the Employee Benefits Insurance due diligence process for their private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.Candidate can be located anywhere in the Eastern or Central US.Client Profile:
- Top 15 National Insurance Broker
- $3.5B in revenue, Midwest region $450 million in revenue
- 8, 500+ staff
- 100+ locations globally
- 11% growth rate
- Privately owned
- Named Best Places to Work
- Member Diversity & Inclusion Institute
- 5+ years EB coverage, programs and services experience within a retail brokerage environment
- Understanding of risk financing and risk management concepts and applications
- Experience and knowledge with M&A processes and Private Equity deal environment
- Minimum of a Bachelor's Degree in a business-related field or equivalent experience and/or work experience.
- Insurance designations a plus
- Advanced working knowledge of Microsoft Office