Middle Market Due Diligence Broker
About The Position
The Role: Develop and lead market strategy and proposal review meetings with WTW team members to correspond with client presentation dates. Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process. Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements. Create innovative placement approaches to meet and exceed client expectations. Negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers. Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures. Provide thorough communication with all WTW team members, carriers, and/or wholesalers throughout the duration of each placement. Bind coverage and create and submit carrier binders/documents. Build and maintain strong carrier and wholesaler relationships. Attend and participate in Industry meetings. Keep informed of changing insurance and risk market conditions. Communicate changes and/or updates to WTW service team members as they relate to pertinent classes of business. Understand and comply with WTW Excellence Model Management (WEM) requirements. Collaborate and communicate with other client services teams and Shared Service Centers to smoothly and efficiently complete joint work/process steps/etc. Maintain performance to applicable Client Service and Placement standards and/or metrics. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Responsibilities
- Develop and lead market strategy and proposal review meetings with WTW team members to correspond with client presentation dates.
- Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process.
- Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements.
- Create innovative placement approaches to meet and exceed client expectations.
- Negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers.
- Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures.
- Provide thorough communication with all WTW team members, carriers, and/or wholesalers throughout the duration of each placement.
- Bind coverage and create and submit carrier binders/documents.
- Build and maintain strong carrier and wholesaler relationships.
- Attend and participate in Industry meetings.
- Keep informed of changing insurance and risk market conditions.
- Communicate changes and/or updates to WTW service team members as they relate to pertinent classes of business.
- Understand and comply with WTW Excellence Model Management (WEM) requirements.
- Collaborate and communicate with other client services teams and Shared Service Centers to smoothly and efficiently complete joint work/process steps/etc.
- Maintain performance to applicable Client Service and Placement standards and/or metrics.
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What This Job Offers
Education Level
No Education Listed
