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Willis Towers Watson

Senior Broker, Transactional Team Lead

The Business

Corporate risk and broking

We know how companies can unlock potential through effective risk management.  Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

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

The Role

Works with the Transactional Solutions (“TS”) Client Advocate or Production Team within the Willis Mergers & Acquisitions Group in the design and placement of transactional insurance products for client, prepares submissions/coverage specifications, presents submissions/coverage specifications to carriers, and negotiates to secure coverage that meets client needs. Advises TS Client Advocate or Production Team in selecting carrier quotes that meet client needs, prepares and presents client proposals. Binds carrier quotes and obtains binders and coverage confirmations. Maintains strong relationships with key carriers.  Participates in sales presentations. 


  • Technical placement, underwriting or sales experience
  • Provides coverage and program design advice and expertise to TS Client Advocate or Production Team
  • Provides mentorship, guidance and leadership for a team focused on executing our brokerage strategy in the Transactional Insurance lines of business
  • Provides knowledge to TS Client Advocates or Producers about markets and products as they relate to classes of business
  • Participates on Panels at industry specific conferences
  • Establish and maintain carrier relationships and negotiate commission rates
  • Designs marketing and branding materials for the Transactional Insurance lines of business
  • Drafts sales materials and participates in the sales process with producers
  • Assists TS Client Advocate or Producer in client meetings as requested with respects to renewal marketing
  • Prepares submission/coverage specifications and submits proposals to carriers for quotes
  • Receives quotes from carriers and negotiates for the best program for clients, provides coverage comparison
  • Prepares quote proposals to present to client
  • Establishes and is accountable for revenue growth goals
  • Adopt and promote corporate compliance initiatives to support profitable revenue growth
  • Support and supervise the claims administration process
  • Communicates with TS Client Advocate or Production Team regarding program improvements and recommendations
  • Preparation and finalization of Carrier and Client quotes & coverage confirmations to ensure contract certainty
  • Manages the claim process and communicates with the insured and carriers throughout the process to support favorable outcomes and claim payment certainty


  • JD degree, preferred
  • Litigation experience preferred or similar legal experience
  • 3-5years industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability insurance experience
  • Must have obtained insurance brokers license within 60 days of employment
  • Demonstrates knowledge of core insurance principles & provide explanation to clients
  • Ability to conduct research
  • Deep understanding of required placement workflows
  • Must demonstrate core competency of Willis Values & Vision
  • WEM Expertise
  • Self-starter/requires minimal supervision
  • Will seek guidance when needed
  • Solid presentation skills – written and oral
  • Good listener
  • Strong leadership skills
  • Mentoring/coaching skills
  • Enhancing client service skills
  • Ability to deal with difficult client situations
  • Demonstrates knowledge of Insurance structures

EOE, including disability/vets

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