Middle Market Due Diligence Broker

The Role:

• Develop and lead market strategy and proposal review meetings with WTW team members to correspond with client presentation dates.
• Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process.
• Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements.
• Create innovative placement approaches to meet and exceed client expectations.
• Negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers.
• Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures.
• Provide thorough communication with all WTW team members, carriers, and/or wholesalers throughout the duration of each placement.
• Bind coverage and create and submit carrier binders/documents.
• Build and maintain strong carrier and wholesaler relationships.
• Attend and participate in Industry meetings.
• Keep informed of changing insurance and risk market conditions. Communicate changes and/or updates to WTW service team members as they relate to pertinent classes of business.
• Understand and comply with WTW Excellence Model Management (WEM) requirements.
• Collaborate and communicate with other client services teams and Shared Service Centers to smoothly and efficiently complete joint work/process steps/etc.
• Maintain performance to applicable Client Service and Placement standards and/or metrics.

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

The Requirements

• Valid Property & Casualty license as required by state law, or ability to acquire appropriate licensing within 90 days of hire. Obtain Surplus Lines license within 180 days of hire.
• Commercial P&C insurance knowledge/experience is required and previous success in client facing work strongly preferred.
• 7+ years’ insurance experience in a similar job function or with similar processes is strongly preferred
• Demonstrated excellence in negotiation skills and influence skills are critical.
• Superior interpersonal skills for working with colleagues and clients in a collaborative team environment, both in-person and virtually.
• Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills.
• Technology acumen to adapt to multitude of technology-based systems (Epic, carrier online rating systems, Broking Platform, etc.)
• Strong attention to detail and process orientation.
• Time Management and Organizational Skills in the face of changing deadlines and workloads.
• Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams.
• Problem solving abilities, including critical thinking, research, quantitative skills, creativity.
• Basic to Intermediate level Microsoft Office skills to include Outlook, Word, PowerPoint, Excel, and Teams.
• Insurance designations such as CPCU, CIC and ARM are advantageous.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.