WTW is a company that specializes in risk management and insurance brokerage. They are seeking an Associate R&W Broker to synthesize M&A deal information, prepare market submissions, and analyze feedback from carriers to provide comprehensive market analysis to clients.
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
- Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability
Benefits
- Health and Welfare: 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.
- Leave Benefits: 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).
- Retirement Benefits: 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.
Company Overview
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