Who We Are

Thompson Flanagan is a premier insurance brokerage firm, one born from the belief that there’s a better way to operate as brokers. Thompson Flanagan pairs world-class responsiveness with a rigorous approach to the understanding and appreciation of our clients’ business challenges to determine the best ways to tackle them. Our team-based model empowers every team member to add value and our entrepreneurial mindset keeps everyone relentlessly focused on our clients’ success.

Insurance is complex. That’s why we (at Thompson Flanagan) act as true advocates for our clients—many of whom are law firms, private equity and title companies across the country. We guide them through this maze, knowing how much the right solution can mean to their business. We treat them as we’d like to be treated—keeping them top of mind, communicating openly and being proactive on their behalf. We work as a team, share information constantly and always try to find an even better solution.

Thompson Flanagan assures equal employment opportunity in all its hiring and employment policies and practices. These policies and practices are administered without regard to legally protected categories such as: race, color, religion, national origin, age, gender, disability, marital status, veteran status, sexual orientation or sexual preference, pregnancy status or medical conditions related to childbirth, and/or any other factor protected by law.

This is a hybrid position with in-office flexibility 2-3 days a week.

We are seeking an experienced Mergers and Acquisition (M&A) Project Manager to join our dynamic team. As an M&A Project Manager, you will oversee pre- and post-merger insurance programs, ensuring seamless integration and optimal outcomes for our clients. This role requires a strategic thinker with exceptional project management skills, a deep understanding of insurance products, and the ability to collaborate effectively with internal teams and external stakeholders. Join us in delivering superior results within a collegial environment that values excellence, respect, teamwork, and integrity.

Responsibilities:

• Oversee pre- and post-merger insurance programs, including scoping, closing, and integration.
• Evaluate and communicate the impact of transactions on insurance programs, including stock or asset transactions, carve-outs, standalone or add-ons.
• Organize data rooms, manage data request lists, and collaborate with key stakeholders, including private equity firms and internal teams.
• Draft comprehensive due diligence reports, exposure workbooks, and loss summaries, effectively communicating key findings to clients.
• Facilitate the implementation of recommended changes and coordinate smooth transitions at closing.
• Coordinate NFP's internal resources across different specialties (Property & Casualty, Cyber Liability, Management Liability, etc.) and/or geographical areas (Foreign Liability).
• Conduct due diligence, including assessing risk management, exposure, claims, and other information provided in the data room.
• Participate in monitoring and reporting meetings, collecting and synthesizing information.
• Coordinate with employee benefits, retirement, reps & warranties, and other internal teams to complete the due diligence process.

Required Skills:

• Bachelor's degree in Business, Finance, Insurance, or a related field.
• Minimum of 5 years of experience in M&A, project management, or a related role within the insurance industry.
• Strong understanding of insurance products and programs.
• Excellent project management skills with the ability to manage multiple tasks and deadlines.
• Exceptional communication and interpersonal skills.
• Proficiency in organizing data rooms and managing data request lists.
• Ability to draft comprehensive due diligence reports and communicate findings effectively.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively with internal teams and external stakeholders.

Preferred Skills:

• MBA or equivalent advanced degree.
• Professional certifications such as PMP (Project Management Professional) or CPCU (Chartered Property Casualty Underwriter).
• Experience working with private equity firms.
• Knowledge of international insurance programs and regulations.
• Familiarity with employee benefits, retirement plans, and reps & warranties insurance.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $51,000 to 100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Thompson Flanagan is an inclusive Equal Employment Opportunity employer and a wholly owned subsidiary of NFP, an AON Company. 

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.