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