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Willis Towers Watson

Associate - Broker

The Associate Broker is an operational role that supports a team of brokers by assisting with organization, daily operations, communication with clients and client service marketing support, renewal solicitations, proposal creation, pipeline and forecast maintenance.   Great opportunity for a junior candidate to get exposure to the industry with large growth potential!
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Responsibilities include day-to-day servicing of broker’s accounts, including renewals; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and renewal accounts; performs other duties as assigned

•    Gather blank new/renewal applications and send to the production team or client
•    Create web-based submissions as needed
•    Utilize Connected Broking, Client Proposal Workbook, and other WTW systems
•    Receive new/renewal submission from the production team or client
•    Enter and maintain financial statements, forecasts, and pipeline
•    Send the submission to carriers; utilize the Panel as needed

  • Carry out surplus lines, market security, sanctions, and third-party payment procedures

•    Receive quotes and update renewal document(s) as needed
•    Create the base WEM presentation for the broker
•    Serve as the Second Set of Eyes for WEM (quote proposals, confirmation/evidence of coverage)
•    Secure orders to bind from production team or client
•    Provide orders to bind to the carrier/underwriters
•    Gather the binders and check them for accuracy; secure corrections as needed
•    Send WEM confirmation/evidence of coverage communication to production team or client
•    Add/renew policy record in EPIC; upload required documentation throughout placement
•    Secure binder contingencies as directed by the brokers; send to the carriers once received
•    Work collaboratively with Mumbai on policy issuance and on other tasks
•    Willis Online data input
•    Generate Model Reports
•    Follow up on invoicing and accounting inquiries
•    Set client/underwriter meetings for renewing/prospective business
•    Provide support and education on international placements, invoicing and taxation differences
•    Educate the team on updates/changes to the System (EPIC, Connected Broking, etc.)
•    Develop relationships with the carrier’s underwriting teams
•    Participates in continuing education to maintain license
•    Develop relationships with internal production and client management teams as well as the carrier’s underwriting teams


The Requirements

•    1-3 years industry experience
•    Insurance broker’s P&C license preferred or will need to obtain within 90 days of hire
•    Demonstrates knowledge of core insurance principles
•    Ability to conduct research
•    Understanding of required placement workflows
•    Team player
•    Must demonstrate core competency of Willis Towers Watson Values & Vision

•    Self-starter/requires minimal supervision
•    Will seek guidance when needed
•    Develops strong relationships with internal and external stakeholders
•    Good written and oral skills
•    Good listener
•    Interest in developing client service skills
•    Ability to deal with difficult client situations
•    Ambition to master cyber/E&O coverage and exposures
•    Can effectively multi-task
•    Proficient in Word, Excel, PowerPoint and Access   

What we can offer you

• Professional and technical growth opportunities
• Competitive salary and benefits package including generous parental leave
• Diverse and inclusive work environment that encourages new ideas and personal growth
• Short feedback loop: Immediately visible impact from your contributions
• A strong team empowered to make decisions and changes

EOE, including disability/vets


Apply Now

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