Claims Specialist, Transactional Liability

About the role

• Handling a portfolio of Transaction Liability claims (including complex, high-value matters) from first notification through to settlement 
• Analyse policy coverage, transaction documentation, and claim submissions to assess liability and quantum 
• Instruct and collaborate with external advisers (including legal counsel, accountants, and other experts) as required 
• Engage directly with insureds, brokers, and their advisers, maintaining clear, professional, and commercially balanced communication 
• Identify coverage issues, disputes, and potential fraud indicators, escalating appropriately 
• Ensure claims handling complies with internal controls, delegated authority levels, and applicable regulatory requirements 
• Contribute to internal reporting, reserving discussions, and claims insights to support underwriting and portfolio management 
• Support continuous improvement by sharing lessons learned and market trends with underwriting and claims colleagues 

About you

• Experience handling insurance claims (Transaction Liability, W&I, or related specialty lines) is desirable, but not essential 
• Interest in learning about M&A transactions and deal documentation, or experience working closely with these materials in a claims, legal, or advisory context 
• Experience handling complex, multi-party claims and managing external advisers 

• Working knowledge of US insurance claims handling requirements, including fair claims practices 
• Experience operating within defined claims authorities, governance frameworks, and audit expectations 

• Strong policy interpretation and coverage analysis skills 
• Ability to assess financial loss and causation, including reviewing transaction documentation and financial information 
• Confidence using claims management systems, producing clear written analyses, and making recommendations 

Core Values