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Corporate Development Analyst

Alternate Locations:

OH - Cleveland (1301) - CLE01

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General Description: The M&A Junior Development Research Analyst is responsible for researching the broker market in specific regions across the US.  The analyst will be part of the national acquisition team and will need to represent findings, and present suggestions for future acquisitions with regional management. This position will focus on:

    • Analysis
    • Research



  • Collect data on companies, firms, etc. and become an expert on the competitive landscape in their geographic area of responsibility, with a focus on agencies below $3,000,000 in annual revenue.
  • Research potential firms and prepare customized presentations for Corporate/Regional executive team to use in meetings
  • Directly research and approach acquisition targets through multiple channels including insurance industry publications, internet prospecting, networking, employee referrals, Hoover’s (and like) research, internet ads, database searches, etc.
  • Collaborate closely with leadership on prospects
  • Collaborate closely with the regional producer recruiter on competitive intel, landscape, producer resources, etc.
  • Demonstrate industry and M&A acumen with limited ramp up time
  • Come up to speed quickly, and aid in translating potential target acquisitions into current prospects using USI language and methodologies to begin the process of socializing the potential target
  • the Acquisition CRM, ensuring data is accurate and current
  • Research agency transactions and capture in CRM
  • Travel as needed to other USI offices

Knowledge, Skills and Abilities:

·       Superior research skills and a willingness/enthusiasm for cold calling is essential

·       Self-starter with a superior work ethic, attention to detail and a defined sense of urgency is a must

·       Excellent CRM and Microsoft Office Suite skills with advanced MS Excel capabilities and Internet and social media researching skills

·       Broad-based insurance or financial services M&A experience is preferred

·       4 year degree required

Physical Demands:

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

·       Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·       Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·       Occasionally (1%-33% of time) work performed requires employees walk on uneven r slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·       Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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