Associate Broker (Dallas)

Willis Re Intermediaries•Dallas, TX

About The Position

The Associate Broker provides assigned internal and external clients and prospects with outstanding service, helping Willis Re create, administer, and service efficient reinsurance programs and additional services that meet client needs. The role supports client account management, underwriting preparation, fact-finding, analysis of large data sets, and reinsurance placement with reinsurers. The Associate Broker prepares submissions and underwriting narratives, ensures work meets Willis Re quality standards, prepares correspondence and placement documentation, and supports contract wording and execution. The role also prepares post-placement materials and experience exhibits, maintains account files, and completes special projects as assigned. The position is based in Dallas.

Requirements

Bachelor of Science or Bachelor of Arts degree from an accredited college or university.
At least two years of experience in a reinsurance, insurance, or financial services professional environment.
Working knowledge of insurance and reinsurance products and ability to apply that knowledge appropriately.
Ability and willingness to build effective, constructive relationships with external clients and contacts.
Ability to build and maintain effective teamwork, communication, and interpersonal relationships with Willis Re team members.
Ability to organize and analyze large amounts of data effectively and efficiently.
Ability to view situations from the client's perspective to anticipate and meet client needs.
Excellent written and verbal communication skills.
Initiative and strong organization and time-management abilities, including accurately estimating task and project scope and difficulty, setting objectives, meeting deadlines, and using appropriate channels and resources.
Working knowledge of insurance and reinsurance strategies and tactics, and awareness of current and potential future policies, practices, trends, technology, and information affecting the markets and clients.
Strong ability to use Microsoft products, particularly Excel.
High accuracy and attention to detail.

Responsibilities

Assist in managing client accounts or portions of accounts, including underwriting preparation, fact-finding, client interface, and placement with reinsurers.
Prepare reinsurance submissions and underwriting narratives with direction from the client relationship manager.
Review large data sets, analyze information with other brokers, identify trends, and organize submissions to provide effective client deliverables.
Ensure compliance with Willis Re quality standards throughout the placement process and perform quality control on work produced for assigned accounts.
Maintain proper Hub filing.
Prepare accurate memos and letters to reinsurers and clients for signature, as well as other required signatures.
Prepare and finalize contract wording with guidance as needed, working with the Contract Wordings team and client relationship manager.
Verify that all Slips/Cover Notes or Summary of Terms and Contract Wordings have been fully executed.
Draft Post-Placement Memos, Brokerage Estimate Exhibits, and Market Sheets for client relationship manager sign-off after placements.
Prepare experience exhibits throughout the year with assistance from the Accounting and Claims team.
Maintain files, complete necessary forms, document communications, perform file copy work, and keep files up to date.
Perform special projects and other miscellaneous duties as assigned by the client relationship manager or others.