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. The position supports transaction documentation, contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts. Work is fully remote for candidates located in Florida, Georgia, or South Carolina, with monthly travel required to Longwood, FL.

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, 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: 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: Work with Legal, Compliance, Finance, HR, Risk Management, Operations, outside counsel, and acquisition partners 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
• Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred

Preferred Qualifications

• Experience in 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
• Excellent analytical, problem-solving, organizational, and project management skills, including the ability to manage multiple priorities
• Strong written, verbal, and interpersonal communication skills, with the ability to collaborate 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
• Community service commitment
• Supportive teammates and a rewarding work environment

Location & Work Mode

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

Application Process

• 30-Minute Phone Screen, Online Assessments, and Interview(s).

Equal Opportunity

Equal opportunity employer committed to creating an inclusive environment for all employees.