Senior Associate Broker

WTW•Philadelphia, PA

About The Position

The Senior Associate Broker is responsible for preparing and submitting business to our carrier partners, following up for quotes, and for providing analytics for key accounts. In addition to assisting with placement activity, responsibilities will include coordinating deadlines for internal /external colleagues and clients. This individual will utilize their expertise to help enhance results for the team. If you’re looking to join a growing organization with unlimited growth potential, this may be the perfect opportunity for you! Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements

Preparing and submitting business to carrier partners
Following up for quotes
Providing analytics for key accounts
Assisting with placement activity
Coordinating deadlines for internal/external colleagues and clients
Utilizing expertise to enhance team results
Gathering information and analytics to assess and evaluate client risks
Developing client and prospect presentations
Researching market solutions
Ensuring quality and compliance procedures are adhered to
Executing new business placement, renewals, and simple alterations of existing cover
Recording and maintaining information accurately on appropriate systems
Working closely with associates from other departments
Completing basic and intermediate training courses
Preparing draft submission documents
Finalizing submissions for delivery
Reviewing quotes against specifications
Developing side-by-side comparisons
Preparing program proposals
Reviewing program binders for accuracy against quotes
Completing file reviews

Responsibilities

Gather information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market.
With support of more experienced brokers, develop client and prospect presentations to secure new, and build on existing, relationships.
Research market solutions to learn how to identify and develop optimum risk solutions for clients.
Ensure that quality and compliance procedures and processes are adhered to.
Execute straightforward new business placement, renewals and simple alterations of existing cover, under supervision.
Record and maintain all information accurately on the appropriate systems.
Work closely with associates from other departments that support the broking process (e.g., analytics).
Build technical skills by satisfactorily completing basic and intermediate training courses as required.
Prepare draft submission documents and finalize submissions for delivery.
Review quotes against specifications and develop side-by side comparisons.
Prepare program proposals.
Review program binders for accuracy against quotes and complete file reviews.