This website uses cookies to ensure you get the best experience. Learn more
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
Requirements:
  • 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

Apply Now

Share this