[Hiring] Transactional Liability Claims Specialist @TEKsystems

Role Description

The Transactional Liability Claims Professional is responsible for managing a portfolio of complex Transactional Liability claims, including Representations & Warranties (R&W) Insurance and Tax Liability. The role requires strong legal and analytical skills to evaluate coverage, investigate alleged breaches of transaction-related representations and warranties, assess exposure, establish reserves, and negotiate claim resolutions.

Essential 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.

Qualifications

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

Requirements

• 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.

Benefits

• Medical, dental & vision.
• Critical Illness, Accident, and Hospital coverage.
• 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).

Job Type & Location

This is a Contract position based out of Sun Prairie, WI.

Application Deadline

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

Workplace Type

This is a fully remote position.