Associate Broker

The Company 

Willis Towers Watson (NASDAQ: WTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has more than 48,000 employees serving 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. 

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. 

The Role 

The Associate Broker will work with the Transactional Insurance Solutions Team within the Willis Mergers & Acquisitions Group. This role is focused on the placement of transactional risk products for clients, including attending deal calls with clients to secure transaction information, preparing submissions/coverage specifications, assisting with managing deal process and preparing advice to clients regarding carrier selection and deal structure considerations, and preparing internal financial and statistical reports including analysis of M&A market trends and team data. In addition, this role involves maintaining strong relationships with clients and key carriers.

This role offers a hybrid working opportunity, with minimum 3 days in-office requirement. 

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
• Analyze feedback from carriers and prepare 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)
• Assist Senior Brokers in managing deal process and 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
• Participate in networking events, conferences, and client meetings to build a strong professional network

The Requirements

• College degree with major in finance, accounting, entrepreneurship or risk management 
• Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability, preferred 
• Must obtain insurance brokers license within 60 days of employment
• Must demonstrate core competency of WTW’s Values & Vision
• Special emphasis on analytical capabilities, must possess strong attention to detail and being comfortable working with numbers and synthesizing and organizing data
• Strong leadership skills; Self-starter/requires minimal supervision
• Solid communication skills – written and oral
• Ability to interface with clients and deal with difficult client situations on short timelines
• Seeks guidance when needed, and receptive to direction and feedback
• Good listening skills