Lead Associate

WTW•Montreal, QC

About The Position

We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Lead Associate is responsible for supporting the day-to-day servicing of large multinational commercial clients within Willis Canada’s Incoming Specialty Group, working closely with clients, colleagues and WTW’s global network in a specialized team environment.

Requirements

Supporting the day-to-day servicing of large multinational commercial clients
Working closely with clients, colleagues and WTW’s global network in a specialized team environment
Processing, invoicing, delivering, and servicing globally placed North American policies
Documenting internal and external strategy meetings
Drafting exposure and underwriting information
Coordinating and supporting day-to-day client service and consultation
Developing complete and accurate submissions for Placement
Collaborating with Placement specialists
Designing and building full client proposals
Obtaining binders from insurers
Delivering binders and/or policies to client
Following up with clients for subjectivities
Processing endorsements and audits
Drafting fee agreements
Communicating with Domestic and Global Center teams
Maintaining account management information in appropriate systems
Assisting with unlicensed placement due diligence process
Completing documentation associated with filings
Verifying accurate delivery of agency bill invoices
Coordinating with accounting
Calculating premium and tax allocations
Securing Premium Financing quotes
Processing billing adjustments
Completing review checklists
Completing policy checks
Completing the Certificate template
Attending client meetings

Responsibilities

Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies.
Collaborate with the internal team to document internal and external strategy meetings.
Draft exposure and underwriting information, deliver to client, and gather updates from the client.
Coordinate and support all day-to-day client service and consultation.
Develop complete and accurate submissions for Placement.
Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client.
Design and build full client proposal, including the coverage comparison provided by Placement.
Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable.
Deliver binders and/or policies to client with appropriate transmittal letters.
Assist with follow-ups to client for subjectivities.
Collaborate with the internal team to request and process endorsements and audits.
Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable.
Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees.
Maintain account management information in appropriate systems.
Assist with unlicensed placement due diligence process. Complete documentation associated with filings.
Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations.
Secure Premium Financing quotes and deliver to client.
Assist with billing adjustments as requested by Associates.
Complete review checklists and deliver the final policy check letter to client if no discrepancies found.
Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found.
Complete the Certificate template as needed to allow the Certs Team to issue certificates.
Attend client meetings as required.