Analyst, Tax Insurance

Summary

CAC, part of The Baldwin Group, is an insurance broker and advisor providing expertise and placement capabilities across insurance and capital markets. The Tax Analyst supports the placement and management of tax insurance policies by analyzing tax exposures, preparing underwriting submissions, conducting transaction research, and coordinating with clients, brokers, underwriters, tax advisors, and legal teams.

Responsibilities

• Attend calls with prospective clients and existing clients, take detailed notes, and track follow-up items for potential opportunities
• Maintain and update the tax insurance pipeline in Monday.com
• Manage and organize the master file for tax insurance placements and supporting documentation
• Assist in educating producers on the tax insurance product, including participating in introductory calls and conducting research on prospective opportunities
• Review initial submission materials and provide preliminary comments and feedback
• Conduct tax and transaction-related research in support of potential opportunities
• Draft follow-up diligence questions based on initial submissions
• Prepare submission packages for distribution to insurance markets
• Track non-binding indication letters (NBILs) received from insurers and prepare summary comparisons
• Draft internal and client-facing summaries of NBILs, including recommendations regarding market participation and structure
• Assist with drafting and marking up tax insurance policy language
• Draft emails and other correspondence to clients, underwriters, and internal stakeholders as needed
• Coordinate with CAC’s Legal team on surplus lines and regulatory considerations relating to tax insurance policies
• Assist in drafting tax insurance articles, thought leadership pieces, and client alerts
• Support updates to the Tax Practice’s marketing materials and presentations
• Provide day-to-day operational and analytical support to the Tax Practice, including being available for calls, meetings, and transaction support as needed
• Contribute to improving team processes, organization, and overall efficiency

Benefits

• Remote work arrangement