M&A Paralegal

Overview

This fully remote role supports legal, transactional, and compliance efforts for the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations.

The employer requires candidates to be located in Florida, Georgia, or South Carolina. Monthly travel is required to Longwood, FL.

Work Location & Remote Policy

• Fully remote for candidates located in Florida, Georgia, or South Carolina.
• Monthly travel required to Longwood, FL.
• A remote/hybrid onsite requirement may apply for individuals residing within a 50-mile radius of a branch location, as on-site presence may be needed to meet business requirements.
• Remote work requires a dedicated, distraction-free workspace.
• Remote work does not replace personal responsibilities (e.g., childcare, elder care) during working hours.

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 control, 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 related compliance 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 and litigation-related processes including litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices; track deadlines and responses.
• Compliance & Audit Support: Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation.
• Reporting & Communication: Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership.
• Cross-Functional Collaboration: Partner with Legal, Compliance, Finance, HR, Risk Management, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
• Project Coordination: Coordinate meetings, prepare agendas, distribute documents, and track action items for legal and M&A projects.
• Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
• Technical & Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.

Requirements

• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred.
• 2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry.
• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes.
• Excellent analytical, problem-solving, organizational, and project management skills with the ability to manage multiple priorities.
• Strong written, verbal, and interpersonal communication skills; ability to collaborate effectively across departments and with external partners.
• Proficiency in Microsoft Office applications and contract or document management systems.
• Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information.

Preferred Qualifications

• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities.

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.
• Supportive work environment and work/family life balance.
• Community service commitment.

Application Process

• 30-minute phone screen, online assessments, and interview(s).