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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax insurance policy management, including drafting policy language and preparing submission packages. Proficient in conducting tax-related research and maintaining organized documentation to support client interactions and marketing efforts.
Highest-signal resume keywords
Tax Insurance ManagementSubmission Package PreparationTax and Transaction ResearchClient Correspondence DraftingPipeline Management in Monday.com
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax InsuranceInsurance BrokerageUnderwritingTransaction AnalysisDiligence Question DraftingNBIL TrackingPolicy Language AssistanceSubmission Material ReviewOperational SupportAnalytical Support
Soft Skills
Detail OrientationOrganizational SkillsCommunication SkillsCollaboration
Tools & Technologies
Monday.com
Industry Keywords
Tax ExposuresProfessional AdvisorsCorporate ClientsPrivate Equity FirmsSurplus LinesRegulatory ConsiderationsMarketing MaterialsThought Leadership
About the role
Key responsibilities & impact- Support the placement and management of tax insurance policies for corporate clients, private equity firms, and professional advisors involved in complex transactions
- Work closely with brokers, underwriters, tax advisors, and clients to analyze tax exposures and support policy negotiation and placement
- Attend prospective and existing client calls, take notes, and track follow-up items
- Maintain and update the tax insurance pipeline in Monday.com
- Manage master files and supporting documentation for tax insurance placements
- Assist with educating producers on tax insurance products through introductory calls and research
- Review submission materials and provide preliminary comments and feedback
- Conduct tax and transaction-related research
- Draft follow-up diligence questions based on initial submissions
- Prepare submission packages for insurance markets
- Track NBILs and prepare summary comparisons
- Draft internal and client-facing NBIL summaries with recommendations on market participation and structure
- Assist with drafting and marking up tax insurance policy language
- Draft correspondence to clients, underwriters, and internal stakeholders
- Coordinate with CAC’s Legal team on surplus lines and regulatory considerations
- Assist with tax insurance articles, thought leadership pieces, and client alerts
- Support Tax Practice marketing materials and presentations
- Provide day-to-day operational and analytical support, including calls, meetings, and transaction support
- Contribute to improving team processes, organization, and efficiency
Requirements
What you’ll need- Experience or knowledge in tax insurance, tax, transactions, insurance brokerage, underwriting, or related fields is not explicitly stated as required
- Ability to attend client and prospect calls, take detailed notes, and track follow-up items
- Ability to maintain a tax insurance pipeline in Monday.com
- Ability to organize master files and supporting documentation
- Ability to conduct tax and transaction-related research
- Ability to review submission materials and draft diligence questions
- Ability to prepare insurance market submission packages
- Ability to track and summarize non-binding indication letters (NBILs)
- Ability to assist with tax insurance policy language
- Ability to draft professional correspondence and client-facing materials
- Ability to coordinate on surplus lines and regulatory considerations
- Ability to support marketing materials, presentations, articles, and client alerts
- Ability to provide operational and analytical support and improve team processes