Job Description:
Title: M&A Paralegal
Work Mode: Fully remote for candidates located in Florida, Georgia, or South Carolina. Monthly travel required to Longwood, FL | Requirements: 2–5 years of paralegal experience
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: The M&A Paralegal is responsible for providing legal, transactional, and compliance support to the Legal Department and M&A team, with a primary focus on acquisition activity, entity management, and insurance agency operations. This role supports transaction documentation, contract administration, corporate governance, licensing activities, regulatory compliance, and post-close integration efforts. Working closely with Legal, Compliance, HR, Risk Management, Finance, Operations, outside counsel, and acquisition partners, the M&A Paralegal helps ensure transactions and legal processes are executed accurately, efficiently, and in accordance with applicable regulatory requirements.
Key Responsibilities:
Transaction Support: Support M&A transactions by maintaining deal checklists, coordinating execution packages, managing closing activities, and tracking post-closing deliverables.
Contract & Document Management: Draft, review, route, track, and maintain legal agreements, contract repositories, templates, version controls, and audit-ready documentation.
Corporate Governance: Prepare and maintain entity registrations, annual reports, corporate resolutions, governance records, and related filings for existing and acquired entities.
Licensing & Regulatory Support: Assist with agency licensing, renewals, appointments, entity changes, regulatory filings, and compliance-related activities.
Legal Research & Regulatory Monitoring: Research insurance regulations, licensing requirements, and industry compliance standards while monitoring regulatory changes and communicating key updates.
Claims & Litigation Coordination: Support E&O claims, litigation holds, subpoenas, carrier inquiries, discovery requests, and regulatory notices while tracking deadlines and responses.
Compliance & Audit Support: Assist with internal audits, compliance reviews, risk management initiatives, and supporting documentation requirements.
Reporting & Communication: Prepare reports, summaries, correspondence, briefings, and presentation materials for Legal, M&A, and executive leadership teams.
Cross-Functional Collaboration: Partner with Legal, Compliance, Finance, HR, Operations, outside counsel, and acquisition stakeholders to support transactions and business objectives.
Project Coordination: Support legal and M&A projects through meeting coordination, agenda preparation, document distribution, and action-item tracking.
Process Improvement: Identify and implement improvements to legal, compliance, contract management, and transaction support processes.
Technical & Professional Development: Maintain current knowledge of legal procedures, insurance regulations, corporate governance practices, and M&A best practices.
Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions.
Ideal Candidate Qualifications:
Associate’s or Bachelor’s degree, equivalent experience, or Paralegal certification preferred
2–5 years of paralegal experience within insurance, financial services, corporate law, or another regulated industry
Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration activities preferred
Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
Excellent analytical, problem-solving, organizational, and project management skills with the ability to manage multiple priorities
Strong written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across departments and with external partners
Proficiency in Microsoft Office applications and contract or document management systems
Demonstrated discretion, integrity, and professionalism when handling confidential and privileged information
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range
The expected pay range for this position is $135,000 to $150,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- Associate's or bachelor's degree, equivalent experience, or paralegal certification
- 2-5 years of paralegal experience in insurance, financial services, corporate law, or another regulated industry
- Experience supporting M&A transactions, due diligence, corporate governance, compliance, or post-close integration
- Strong understanding of legal terminology, contract administration, regulatory compliance, and insurance licensing processes
- Strong analytical, problem-solving, organizational, and project management skills
- Strong written, verbal, and interpersonal communication skills
- Proficiency in Microsoft Office applications and contract or document management systems
- Discretion, integrity, and professionalism when handling confidential and privileged information
- Residence in Florida, Georgia, or South Carolina
- Monthly travel to Longwood, Florida
What We Do
nsurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
