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Willis Towers Watson

Finex Select Broker

The Finex Select Broker is the person recognized by the client, client advocate team and the insurance marketplace as the day-to-day broker, negotiating terms and conditions of various FINEX (Financial and Executive Liability) coverages on behalf of our clients.

Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

The Role 
  • Placement broker dedicated to Select FINEX broking
  • Client interaction, as needed, based on complexity of placements
  • Reporting to Select Broking Leadership, with a dotted line to National MM FINEX
  • Aligned with a National FINEX middle market leader and platform
  • Utilize Portfolio/Panels to request and secure quotes
  • Negotiate terms and conditions with the carriers 
  • Deliver quote options to our clients and educate them on the terms and conditions presented
  • Broker terms and conditions for FINEX coverages for existing and new clients with a focus on the adequacy of coverage and competitive premiums
  • Utilize pre-established panels of carriers that have pre-agreed to broad terms and conditions and to service standards that are beneficial to clients
  • Provide day-to-day placement service to assigned clients, including the coordination of acquiring quotes, comparing terms and conditions, and binding coverage
  • Act as primary FINEX resource for Select, including expertise assistance to Select brokers handling FINEX placements 
  • Act as an available resource for clients and producers/client advocates in the specialized areas, including making recommendations 
  • Participate in the efforts to grow via new and expanded business/placements, including the cross-sell of FINEX products and policy contract reviews
  • Coordinate with regional Select teams to ensure alignment between broking and production strategies
  • Create client proposals using our Willis Excellence Model guidelines
  • Technical knowledge of FINEX product lines include D&O, EPL, Fiduciary, Crime and Cyber
  • Knowledge and understanding of current marketplace/ carriers
  • Transactional oriented; Ability to work on multiple placements at once
  • Working knowledge of financial statements and financial analysis
  • Strong communication skills both written and verbal
  • Enhanced client service skills; skilled at interfacing with customers – internal and external
  • Strong presentation skills
  • Commitment to maintaining clear and accurate electronic files
  • Insurance broker's license required within 30 days of start date
  • Experience in either an underwriting or broking role

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