Associate R&W Insurance Broker

WTW is a leading global advisory, broking and solutions company. They are seeking an Associate R&W Insurance Broker to synthesize M&A deal information, draft submissions, and manage deliverables between clients and carriers while assisting Senior Brokers in developing materials for client meetings.

Responsibilities

• Synthesize M&A deal information from clients to prepare market submissions
• Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details
• Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program
• Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)
• Assists Senior Brokers in developing materials and statistics for client meetings as requested
• Develop and share with clients, producers and colleagues, knowledge about the M&A market and product solutions as they relate to classes of business, as requested by Senior Broker
• Analyze and track team data around deal activity and team placements for regular internal reporting

Skills

• College degree with major in finance, accounting or risk management desired
• Must have obtained insurance brokers license within 60 days of employment
• Must possess strong attention to detail
• Ability to synthesize and organize data
• Must demonstrate core competency of Willis Values & Vision
• Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers
• Self-starter/requires minimal supervision
• Will seek guidance when needed
• Solid presentation skills – written and oral
• Good listener
• Strong leadership skills
• Enhancing client service skills
• Ability to deal with difficult client situations on short timelines
• 1-5 years of Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability

Benefits

• Life, medical, dental, vision, flexible spending accounts, disability coverage, 401k and an employee stock purchase plan as well as many other options to full time employees.
• Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Paid holidays, annual paid time off (including state/local paid leave where required), company-paid disability (short-term and long-term), other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave), Paid Time Off (Washington roles only).
• Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.

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