Transactional Liability Claims Specialist

Overview

This role manages a portfolio of complex Transactional Liability claims, including Representations & Warranties (R&W) Insurance and Tax Liability. Responsibilities include evaluating coverage, investigating alleged breaches of transaction-related representations and warranties, assessing exposure, establishing reserves, and negotiating claim resolutions.

Responsibilities

Claim Investigation and Coverage Analysis

• Analyze complex insurance claims involving alleged breaches of representations and warranties arising from mergers, acquisitions, and other corporate transactions.
• Review and interpret insurance policies, purchase agreements, disclosure schedules, financial records, diligence materials, and other transaction documents.
• Evaluate coverage issues and policy application, including breach, loss, retention, exclusions, valuation issues, and damages calculations.
• Draft detailed coverage position letters, reservation of rights letters, information requests, and coverage determinations.

Claim Evaluation and Financial Management

• Assess liability and damages exposure through detailed review of financial, accounting, operational, and legal documentation.
• Establish, monitor, and adjust claim reserves based on evolving exposure assessments.
• Prepare coverage and reserve recommendations for management review.
• Partner with outside counsel, forensic accountants, valuation professionals, and industry experts to evaluate complex claims.

Resolution and Settlement

• Develop and execute claim resolution strategies.
• Negotiate settlement agreements, releases, and related documentation.
• Monitor litigated matters when necessary, including oversight of outside counsel and litigation budgets.

Requirements

• Juris Doctor (J.D.) degree.
• Significant experience in transactional liability insurance, mergers and acquisitions, private equity transactions, or legal practice focused on corporate transactions and M&A.

Preferred Qualifications

• Direct experience handling Representations & Warranties Insurance claims.
• Experience representing buyers, sellers, private equity sponsors, insurers, or financial institutions in M&A transactions.
• Familiarity with accounting principles, valuation methodologies, and financial statement analysis.
• Experience evaluating complex damages and loss calculations.
• Prior experience working with private equity, venture capital, or corporate transactional clients.

Knowledge, Skills & Abilities

• Deep understanding of Transactional Liability and Representations & Warranties insurance products.
• Strong knowledge of M&A transaction structures and corporate law principles.
• Ability to identify and analyze nuanced coverage issues and legal arguments.
• Advanced analytical, investigative, and critical-thinking skills.
• Strong judgment in reserve setting and claim valuation.
• Ability to effectively negotiate and influence outcomes in high-exposure matters.
• Capacity to manage a complex claim portfolio independently while meeting service expectations.

Compensation & Benefits

• Pay range: $130.00 - $150.00/hr.
• Individual compensation within this range depends on factors including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other job-related factors.
• Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, benefits for this temporary role may include:
  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan (pre-tax and Roth post-tax contributions available)
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)

Location & Work Arrangement

• This is a Contract position based out of Sun Prairie, WI.
• Workplace type: fully remote position.

Application Deadline

• This position is anticipated to close on Oct 20, 2026.

Equal Opportunity & Additional Notices

• Equal opportunity employer; will consider qualified applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
• San Francisco Fair Chance Ordinance: for positions located in the city and county of San Francisco, qualified applicants with arrest and conviction records will be considered.
• Massachusetts lie detector law: it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
• Use of Artificial Intelligence (AI): AI may be used to support parts of the hiring process, including sourcing, screening, and evaluating candidates; final decisions are made by the hiring team.