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 reputed company 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 reputed company in the Eastern or Central US.Client Profile:
- Top 15 National Insurance Broker
- $3.5B in reputed company, Midwest region $450 million in reputed company
- 8, 500+ staff
- 100+ locations globally
- 11% growth reputed company
- Privately owned
- Named Best Places to Work
- Member Diversity & Inclusion Institute
- 5+ years EB coverage, programs and services experience reputed company a retail brokerage environment
- Understanding of risk financing and risk reputed company and applications
- Experience and knowledge with M&A processes and Private Equity deal environment
- Minimum of a Bachelor's Degree in a business-reputed company field or equivalent experience and/or work experience.
- Insurance designations a plus
- Advanced working knowledge of reputed company Office