Ethos Specialty - Claims Examiner, Transactional Liability Ethos Specialty’s Transactional Liability team offers multiple solutions including Representations and Warranties (R&W) and Tax insurance. This is an oppor…
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$160k–$180k/yr
Full-time
postgraduate degree
Posted 7d ago
~40 hrs/week
Responsibilities
The Vice President of Claims will manage complex transactional liability claims, including representations and warranties and tax insurance matters. They will also oversee claims handling procedures, build a claims team, and maintain relationships with brokers, carrier partners, and external legal advisors.
Requirements
Candidates must have at least 5-7 years of experience in transactional liability insurance claims or related litigation. A Juris Doctorate (J.D.) is preferred, along with strong analytical skills and experience in managing complex legal and financial documentation.
Ethos Specialty’s Transactional Liability team offers multiple solutions including Representations and Warranties (R&W) and Tax insurance.
This is an opportunity to join Ethos Specialty Transactional Liability business.
Ethos Specialty is a leading Managing General Underwriter (MGU) that provides specialized underwriting services on behalf of high-quality carrier and syndicate partners. Ethos has developed one of the market's premier transactional liability platforms and serves private equity sponsors, strategic buyers, brokers, law firms and other participants in the M&A ecosystem via its market-leading Representations & Warranties (RWI) and Tax insurance products.
As the Transactional Liability business continues to expand, Ethos is investing in the development of a best-in-class claims function. This role will play a critical part in managing complex claims, supporting carrier partners, enhancing claims handling procedures and helping to build and oversee the transactional liability claims platform. This role offers direct exposure to the C-suite and the chance to grow alongside a dynamic, collaborative, and high-performing team.
This is a unique opportunity for a highly motivated, entrepreneurial-minded individual to play a pivotal role in a fast-growing company. Ethos is backed by Bishop Street Underwriters, an $800m+ PE backed MGA platform.
ESSENTIAL FUNCTIONS AND BASIC DUTIES:
The Vice President, Claims position will be responsible for the management of highly complex Transactional Liability claims, including primary and excess buyer and seller side Representations & Warranties and Tax claims.
In addition to overseeing all aspects of claim handling, including coverage analysis, investigation management, settlement strategy, etc., the role will serve as a key point of contact among insureds, brokers, outside counsel, carrier partners, tax advisors, forensic accountants and other experts. The position will also play a significant role in the continued development and enhancement of Ethos's claims handling processes and delegated claims authority framework.
Such responsibilities include all aspects of claim file management, including:
Managing a portfolio of highly complex Transactional Liability claims from inception through final disposition.
Reviewing and analyzing policy coverage, transaction documentation, disclosure materials, diligence reports, tax memoranda and other relevant materials
Conducting and directing claim investigations and developing appropriate strategies for claim resolution
Assessing liability, damages, loss calculations and coverage issues
Preparing and issuing coverage correspondence, including reservation of rights letters, information requests, coverage position letters and settlement communications
Serving as a primary claims contact for insureds, brokers, carrier partners and external advisors including reinsurance partners.
Maintaining regular communication with insureds regarding coverage, liability, damages and other key issues, as well as carrier partners regarding claim developments, reserve recommendations and settlement strategy
Partnering with distribution and broking teams to set claims-process expectations and support renewal and new-business conversations on claims service
Assisting with the development and implementation of claims handling procedures, workflows and best practices, including retaining and managing outside counsel and other advisors
Building and maintaining a panel of approved coverage counsel, forensic accountants, and industry-specific experts across relevant sectors and geographies
Supporting the ongoing development of delegated claims authority capabilities and claims governance processes
Building and maintaining claims data infrastructure — loss triangles, frequency/severity trends by industry vertical, and policy form/endorsement performance — to support underwriting and portfolio management
Preparing large loss reports, watchlist summaries, reserve analyses and quarterly claims presentations
Partnering with underwriting teams to identify claim trends, recurring loss drivers and emerging risks
Providing structured feedback to underwriting and product teams on policy wording, exclusions, and endorsements based on claims experience
Ensuring claims handling practices comply with applicable state and jurisdictional claims-handling regulations, including unfair claims practices requirements
As the claims function scales, building and leading a claims team, including hiring, training, and delegated authority oversight
EXPERIENCE AND SKILLS REQUIRED:
Required:
Excellent written, verbal and interpersonal communication skills
Strong understanding of mergers and acquisitions, transaction documentation and transactional liability insurance products
Ability to comprehend financial statements, appraisals, tax memoranda and opinions, tax diligence reports and other relevant legal documents
Minimum of 5-7 years experience in Transactional Liability insurance claims or claims examiner or related litigation in a law firm setting
Preferred:
MGA/MGU experience a plus
Experience managing outside counsel and expert advisors
Familiarity with reserve management, claims reporting and delegated authority environments
ESTIMATED TRAVEL PERCENTAGE: 10 – 15%
LOCATION: New York City metropolitan area, but other locations will be considered
EMPLOYMENT TYPE: Full-time/Permanent
EDUCATION PREFERRED: Juris Doctorate (J.D.) preferred
Related keywords
Transactional LiabilityRepresentations and WarrantiesR&WTax InsuranceM&AClaims ExaminerUnderwritingManaging General UnderwriterMGUPrivate EquityCoverage AnalysisReservation of RightsForensic AccountingReinsuranceDelegated AuthorityLoss Triangles
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