M&A Insurance Support Specialist

Responsibilities

• Support due diligence and integration efforts for BD/RIA partner mergers and acquisitions, with a focus on insurance books of business
• Analyze existing advisor distribution models (BD, IMO, hybrid, etc.) and determine path for transition
• Coordinate transitions of insurance books of business, including:
• Agent of record (AOR) changes
• Book of business transfers/block transfers
• Policy servicing ownership
• Review and manage carrier-specific requirements, including:
• Transfer rules and restrictions
• Vesting and commission ownership
• Product availability and eligibility under different distribution channels and contracts
• Work with the Vanbridge Licensing & Contracting Team to ensure appointments are in place for book of business transfers
• Evaluate how distribution changes impact:
• Commission structures and payouts
• Trails and renewals
• Compensation grids
• DTCC feeds and data
• Coordinate with Vanbridge and BD/RIA Partner operations teams to ensure continuity of:
• DTCC feeds
• Commissions if applicable
• Revenue reporting and reconciliation
• Identify gaps in licensing, appointments, or carrier relationships during integration - work with the Vanbridge Licensing & Contracting team to resolve
• Serve as liaison between advisors, carriers, BD/RIA Partners, and internal Vanbridge teams
• Assist in developing standardized processes and playbooks for future M&A integrations
• Provide guidance to BD/RIA partners on transition impacts and required actions
• Required Experience & Expertise
• Insurance Distribution Knowledge
• Deep understanding of BD-direct vs. IMO vs. hybrid distribution models
• Experience with how distribution structure impacts:
• Contracts and appointments
• Commissions
• Product access and carrier alignment
• DTCC feeds and data
• Carrier & Servicing Knowledge
• Strong familiarity with insurance carrier servicing rules
• Experience handling:
• Book of business transfers
• Agent-of-record changes
• Policy ownership and servicing rights
• Transfer of commissions
• Commissions & Compensation
• Working knowledge of:
• Commission structures (upfront, trails, renewals)
• Vesting rules and ownership rights
• Transferability of commissions
• Industry Knowledge
• Broad understanding of the insurance marketplace, including:
• Retail (advisor-facing) distribution
• Wholesale (IMOs, BGAs, FMOs) channels
• Familiarity with fixed life, fixed annuity, and variable life & annuity products
• Preferred / Additional Skills (Highly Valuable)
• Experience supporting RIA and/or BD transitions or M&A integrations
• Familiarity with DTCC commission feeds and data flows
• Understanding of compliance and regulatory considerations (FINRA, SEC, state DOI)
• Experience with multi-carrier environments and national platforms
• Strong project management skills (ability to manage multiple integrations simultaneously)
• Experience with revenue mapping and compensation reconciliation
• Key Competencies
• Analytical thinker with strong attention to detail
• Self-starter who identifies process gaps, proposes improvements, and drives execution.
• Ability to navigate ambiguity and complex transitions
• Excellent communication and cross-functional coordination skills
• Strong sense of ownership and accountability
• Ability to identify risks and proactively solve problems

Benefits

Additional Information

Summary: Hybrid, Boca Raton, FL, 3 days a week. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW M&A Support Specialist (Life Insurance Book Transfer Specialist)

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at edgewoodpartnersinsurancecenter? Share your experience