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.

Work Mode & Location

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

Note: If posted as fully remote and/or hybrid, and in accordance with organization policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity, as on-site presence may be needed to meet specific business requirements.

Remote work policy includes 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, and track legal agreements; maintain contract repositories, 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 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, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses.
• Compliance & Audit Support: Support internal audits, compliance reviews, risk management initiatives, and related documentation requirements.
• 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.
• Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.

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 activities preferred
• 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

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 interviews