A Lead Associate - Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and assisting Marine North America in achieving its revenue growth targets.
Employment-based non-immigration visa sponsorship and/or assistance is not offered for this specific job opportunity
Requirements
The individual will support the Marine North America team by managing a more complex book of business in the large middle market and global account space. Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in RFP’s. The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms. All functions should be performed collaboratively with the greater team.
Performance Objectives:
• Function as a resource on cargo accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise
• Maintain a book of business
• Place large middle market and global programs in the cargo line marketplace
• Perform policy contract reviews; negotiate competitive terms and conditions
• Issue accurate policy and other documentation
• Contribute to business growth objectives (e.g., participate in RFP responses/presentations, attend proactive sales meetings, place new business opportunities)
• Assist in achieving the goals and objectives of the North American Marine Practice
• Manage pipeline of prospects
• Active involvement in the Global Industry Practice Groups
• Collaborate with other LOBs to cross sell products and services
• Maintain and develop relationships with insurance carriers’ partners
• Foster relationships with existing and prospective clients
• Learn and utilize WTW software and systems – ECLIPSE, RADAR where necessary
The Requirements
• High school diploma required. College degree preferred
• Five years insurance broking and/or underwriting experience
• Insurance broker’s P&C license required
• Ability to utilize Microsoft Office Suite effectively, including PowerPoint, Word, Excel and Outlook
• Knowledge of Microsoft Dynamics CRM is helpful
• Excellent interpersonal and communication skills
• Excellent problem solving skills
• Exceptional time management and organizational skills with a track record of success working against tight deadlines
• Ability to work collaboratively with others
• Must demonstrate attention to detail
• Ability to conduct research
• Must demonstrate core competency of Willis Towers Watson Values & Vision
EOE, including disability/vets
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