At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
The Associated Broker is responsible for preparing and submitting business to
our carrier partners, following up for quotes, and 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!
The Role
* Gather information and analytics to assess and evaluate client risks to
support the placement of client risks into the market.
* With the 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.
QUALIFICATIONS
The Requirements
* High School Diploma required; bachelor’s degree preferred
* 1-3 years’ experience
* Property and Casualty license required within 3 months
* Solid presentation skills (written and oral); demonstrates active listening
and note-taking
* Relationship management and customer focus; ability to interface with
customers and collaborate internally with teammates to serve customers
* Negotiation skills (carrier and client); ability to maintain as-is renewal
terms and handle simple business placements
* Business Acumen: demonstrates basic knowledge/understanding of the insurance
business.
* Project Management: ability to execute assigned tasks in a timely fashion.
* Adaptable and receptive to feedback; will seek guidance when needed
* End-to-end process knowledge: fluent in the insurance process and can drive
results by influencing other key players in the process.
* Leadership skills: ability to make decisions and support them; ability to
take control of one's own work; ability to seek guidance and coordinate with
others when needed.
* Insurance Technical skills: demonstrates knowledge of core insurance
principles. Understands coverage forms and principles.
* Strong technology acumen – ability to utilize technology-based record
management systems; advanced MS Office skills and familiarity with other
relevant online tools.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not
offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the
date posted or until a sufficient/appropriate candidate slate has been
identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included
in accordance with requirements of various state/local pay transparency
legislation. Please note that salaries may vary for different individuals in the
same role based on several factors, including but not limited to location of the
role, individual competencies, education/professional certifications,
qualifications/experience, performance in the role and potential for revenue
generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $65,000.00 -
$90,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following
(eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage),
Dental, Vision, Health Savings Account, Commuter Account, Health Care and
Dependent Care Flexible Spending Accounts, Group Accident, Group Critical
Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection,
Wellbeing Program and Work/Life Resources (including Employee Assistance
Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local
paid leave where required), Short-Term Disability, Long-Term Disability,
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and
Parental and Adoption Leave), Paid Time Off
[https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcdn-static.findly.com%2Fwp-content%2Fuploads%2Fsites%2F1862%2F2023%2F01%2F31091722%2FWashington-State-Time-Off.pdf&data=05%7C02%7CChristine.Galdones%40wtwco.com%7C395c83b5896c4f4c15c408dda9caf9c9%7C76e3921f489b4b7e95479ea297add9b5%7C0%7C0%7C638853411468220103%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=hHV4H2Dis3ztsMbxapmNiIhl6QlngmymYVKcqcl3808%3D&reserved=0]
(only included for Washington roles)
* Retirement Benefits: Qualified contributory pension plan (if eligible) and
401(k) plan with annual nonelective company contribution. Non-qualified
retirement plans available to senior level colleagues who satisfy the plans’
eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair
Chance Ordinance for Employers, we will consider for employment qualified
applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you
need to be successful. The majority of our colleagues work in a ”hybrid” style,
with a mix of remote, in-person and in-office interactions dependent on the
needs of the team, role and clients. Our flexibility is rooted in trust and
“hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse
workforce and so we encourage requests for all types of flexible working as well
as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets