Associate R&W Broker
WTW is a company that specializes in transactional risk products within the Mergers & Acquisitions sector. The Associate R&W Broker will work with the Transactional Risk Team to design and place products for clients, prepare submissions, and maintain relationships with key carriers.
Responsibilities
- Synthesize M&A deal information from clients to prepare market submissions
- Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details
- Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program
- Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)
- Assists Senior Brokers in developing materials and statistics for client meetings as requested
- Develop and share with clients, producers and colleagues, knowledge about the M&A market and product solutions as they relate to classes of business, as requested by Senior Broker
- Analyze and track team data around deal activity and team placements for regular internal reporting
Skills
- College degree with major in finance, accounting or risk management desired
- 1-5 years of Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability, preferred
- Must have obtained insurance brokers license within 60 days of employment
- Must possess strong attention to detail
- Ability to synthesize and organize data
- Must demonstrate core competency of Willis Values & Vision
- Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers
- Self-starter/requires minimal supervision
- Will seek guidance when needed
- Solid presentation skills – written and oral
- Good listener
- Strong leadership skills
- Enhancing client service skills
- Ability to deal with difficult client situations on short timelines
Benefits
- Life
- Medical
- Dental
- Vision
- Flexible spending accounts
- Disability coverage
- 401k
- Employee stock purchase plan
- Mental health/emotional wellbeing (including Employee Assistance Program)
- Prescription drug coverage
- Fertility benefits
- Health Savings Account
- Commuter Accounts
- Health Care and Dependent Care Flexible Spending Accounts
- Company-paid life insurance
- Supplemental life insurance
- AD&D
- Group accident
- Group critical illness
- Group legal
- Identity theft protection
- Wellbeing program
- Adoption assistance
- Surrogacy assistance
- Auto/home insurance
- Pet insurance
- Paid holidays
- Annual paid time off (including state/local paid leave where required)
- Company-paid disability (short-term and long-term)
- Other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave)
- Paid Time Off (Washington roles only)
- Qualified contributory pension plan (if eligible)
- 401(k) plan with annual nonelective company contribution
- Non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.
Company Overview