M&A Paralegal

Overview

This fully remote M&A Paralegal role supports legal, transactional, and compliance work for the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. The position requires monthly travel to Longwood, FL.

Work mode & location requirements

• Fully remote for candidates located in Florida, Georgia, or South Carolina
• Monthly travel required to Longwood, FL
• In accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as needed
• Remote work requires a dedicated, distraction-free workspace

Responsibilities

• Transaction Support: Maintain deal checklists, coordinate execution packages, manage closing activities, and track post-closing deliverables
• Contract & Document Management: Draft, review, route, track, and maintain legal agreements and contract repositories; manage templates, version controls, and audit-ready documentation
• Corporate Governance: Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities
• Licensing & Regulatory Support: Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and compliance-related activities
• Legal Research & Regulatory Monitoring: Research insurance regulations and licensing requirements, monitor regulatory changes, and communicate key updates
• Claims & Litigation Coordination: Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses
• Compliance & Audit Support: Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements
• Reporting & Communication: Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership teams
• Cross-Functional Collaboration: Partner with Legal, Compliance, Finance, HR, Risk Management, Operations, outside counsel, and acquisition stakeholders
• Project Coordination: Support legal and M&A projects by coordinating meetings, preparing agendas, distributing documents, and tracking action items
• Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes
• Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance, and M&A best practices

Requirements

• 2–5 years of paralegal experience
• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred

Preferred Qualifications

• 2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry
• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration
• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
• Proficiency in Microsoft Office applications and contract/document management systems

Compensation & Benefits

• Salary range: $135,000 to $150,000 per year, depending on experience, relevant skills, and geographic location
• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Community service commitment

Location

Fully remote for candidates located in Florida, Georgia, or South Carolina, with monthly travel required to Longwood, FL.

Application Process

• 30-minute phone screen
• Online assessments
• Interview(s)