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Willis Towers Watson

Senior Associate - Broking FINEX Financial Institutions

A Senior Associate Broker manages day-to-day servicing of accounts; advises clients; develops business relationships with carriers and clients; negotiates with underwriters regarding coverage terms, conditions and pricing on new and renewal accounts; prepares quote proposals and program spreadsheets; supports presentations to clients; and verifies accuracy of insurance documentation. Role is client facing and market facing and has a medium to high complexity book of business up to $2.5M+. Handles large Financial Institutions accounts, supporting Brokers and/or Senior Brokers. License required. 

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


  • Supports placement of large, complex and global programs for financial institutions into the marketplace
  • Coordinate with global colleagues on placements
  • Assist with performing policy contract reviews
  • Negotiate terms and conditions with underwriters
  • Prepares draft strategy documents, proposals, submissions and quote proposals
  • Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
  • Research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients
  • Researches and answers questions from underwriters and producers
  • Follows up with insurance carriers and underwriters regarding the status of quotes and provides any additional information or rates as necessary
  • Oversees diary for receipt of insurance documents
  • Maintains insurance records for accounts including compiling, calculating and managing information 
  • Communicates by e-mail, telephone, and written correspondence with underwriters and clients
  • Prepare draft submission documents and finalize submissions for delivery
  • Prepare and update summaries as required
  • Prepare coverage confirmation for review
  • Reviews binders for accuracy and completeness
  • Maintains business relationships with producers and underwriters
  • Maintains knowledge of insurance carriers and market trends
  • Participates in continuing education to maintain licensure


  • Complexity of book: medium to high
  • Size of accounts: companies with over $1B in revenues
  • 1-3 years industry experience
  • Insurance broker’s P&C license required
  • Technical knowledge of FINEX product lines including E&O, D&O, EPL, Fiduciary and Crime/Fidelity
  • Knowledge and understanding of current marketplace/ carriers
  • Demonstrates technical knowledge of insurance contracts and structures
  • Analytical and quantitative skills to effectively communicate the value of analytical models and results for evaluating clients’ risks
  • Demonstrates knowledge of core insurance principles and provides explanations to clients
  • Transactional oriented; ability to work on multiple placements at once
  • Must demonstrate core competency of Willis Towers Watson Values & Vision
  • Self-starter/requires minimal supervision, ability to execute assigned tasks in timely fashion
  • Ability to interface with clients and collaborate internally with teammates to serve clients
  • Seek guidance when needed and be receptive to feedback
  • Strong communication and presentation skills, both written and oral
  • Good listening skills
  • Enhanced client service skills and negotiation skills
  • Ability to manage and seek higher level support in difficult situations
  • Strong technology acumen – ability to utilize technology-based record management systems; advanced MS Office skills and familiarity with other relevant online tools.

EOE, including disability/vets

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