Associate Finex Broker

Manages day-to-day servicing of FINEX placements, including negotiating and placing business with insurance markets. Supports senior brokers and brokers on larger FINEX placements.

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

The Role

• Maintains insurance records for accounts including compiling, calculating and managing information
• Performs research on clients and industries
• Obtains and distributes information from renewal lists
• Prepares draft strategy documents, proposals and submissions
• Utilizes the FINEX Panel when appropriate
• Gathers information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
• May negotiate small renewal placements with insurance markets on behalf of clients
• Participate in and adhere to FINEX FINMAR protocols to support a strategic approach to broking
• Prepare draft submission documents and finalize submissions for delivery
• May prepare and update summaries in database as required
• Prepares contract certainty coverage documents for review
• Maintains business relationships with producers and underwriters
• Maintains knowledge of insurance carriers and their business practices

The Requirements

• 1-3 years industry experience
• Insurance broker's P&C and surplus lines license required
• Demonstrates knowledge of core insurance principles
• Ability to conduct research
• Understanding of required placement workflows
• Self-starter/requires minimal supervision, ability to execute assigned tasks in timely fashion
• Ability to interface with customers and collaborate internally with teammates to serve customers
• Will seek guidance when needed, and receptive to feedback
• Good presentation skills - written and oral
• Good listening skills
• Enhancing client service skills
• Strong technology acumen - ability to utilize technology-based record management systems; advanced MS Office skills and familiarity with other relevant online tools
• Travel required

WTW may be subject to employment-related COVID-19 vaccination mandates from time to time in certain jurisdictions that may require certifying and providing documentation of vaccination against COVID-19 to work in a WTW office

EEO, including disability/vets