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Due Diligence Manager

$145k

The Jacobson Group

Job Description

Job Description

Job Description:

The Due Diligence Manager leads financial, operational, and commercial risk assessments of new and existing program partners. This role is accountable for driving the due diligence process, onboarding, and driving renewal process to ensure opportunities and existing programs continually align with our client's risk appetite and regulatory expectations. The manager collaborates with cross-functional teams and external stakeholders to surface risks, recommend mitigations, and deliver actionable insights to leadership. The position requires strong analytical expertise, independent decision-making, project management skills and the ability to mentor junior team members. This is a hybrid position in New York.

Responsibilities:

  • Lead the end-to-end due diligence process for new MGAs, treaties, and program opportunities, including financial, operational and contractual reviews.
  • Identify key risks and opportunities; work with colleagues and counterparties to mitigate risks where possible.
  • Ensure a quality service and high-level customer experience is provided to MGAs, reinsurers and regulators.
  • Manage multiple projects simultaneously, ensuring timeliness and quality of deliverables.
  • Prepare detailed reports and demonstrations for senior management, regulators, and reinsurers.
  • Monitor existing programs, track performance trends and escalate concerns with recommended actions.
  • Lead the preparation of diligence for program renewals, including historical and forecast analysis.
  • Drive continuous improvement of due diligence procedures, tools and documentation.
  • Provide oversight to ensure contracts reflect negotiated terms and regulatory compliance.
  • Build and maintain strong relationships with MGAs, brokers, reinsurers and regulators to support business growth.
  • Contribute to timely, accurate and insight-driven reports on the company's operating condition, supporting quarterly Board reporting and executive alignment alongside the group CEO.
  • Contribute to the execution of scalable growth strategies, embedding a culture of continuous improvement across operations, underwriting and reinsurance functions.
  • Contribute to the development of a high-performing management team, fostering accountability, clarity of roles and cross-functional effectiveness.
Requirements:
  • 6+ years of relevant experience in due diligence, risk, underwriting or program management roles
  • Demonstrated experience working with MGAs, insurance markets and regulatory environments
  • Proven ability to manage projects, lead stakeholder engagement and drive process improvements
  • Bachelor's degree

Contact:

Erin Gamez

Senior Recruiter

View phone number on us.fitly.work

View email address on us.fitly.work

Pay Range:

The anticipated salary for this position is $145,000 annually.

We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Vacancy posted a month ago
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