M&A Paralegal

Overview

This role provides legal, transactional, and compliance support to the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. Responsibilities cover transaction documentation and contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts.

Work Mode / Location

• Fully remote for candidates located in Florida, Georgia, or South Carolina
• Monthly travel required to Longwood, FL

Note: If the position is posted as fully remote and/or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as needed to meet business requirements.

Remote work expectations include having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities 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, including 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 while monitoring regulatory changes and communicating key updates.
• Claims & Litigation Coordination: Support E&O claims and matters involving litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices, including 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: Coordinate meetings, prepare agendas, distribute documents, and track action items.
• Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
• Technical & Professional Development: Stay current on legal procedures, insurance regulations, corporate governance practices, and M&A best practices.
• Professional Conduct: Demonstrate integrity, leadership, accountability, and professionalism.

Requirements

• 2–5 years of paralegal experience

Ideal Candidate Qualifications

• 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
• Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration preferred
• Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
• Excellent analytical, problem-solving, organizational, and project management skills; ability to manage multiple priorities
• Strong written, verbal, and interpersonal communication skills; ability to collaborate across departments and with external partners
• Proficiency in Microsoft Office and contract/document management systems
• Demonstrated discretion, integrity, and professionalism handling confidential and privileged information

Compensation & Benefits

• Expected 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

Application Process

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

Equal Opportunity

The employer is an equal opportunity employer committed to creating an inclusive environment for all employees.