Willis Towers Watson Analyst – Broking & Client Servicing Operations in New York, New York

Analyst – Broking & Client Servicing Operations

Date Posted: July 6, 2018

Apply

Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork

JOB DESCRIPTION

Our Cyber Team is looking for an Associate Broker to join its growing and dynamic practice, which was recently recognized as Advisen’s Broker of the Year for 2018. We strongly believe that our success stems from our value-based culture, our innovative approach to cyber risk, and our focus on helping clients find solutions. Our Associate Brokers are critical to that success and our approach. Associate Brokers support the regional cyber team, often handling technical aspects such as the placement, the coverage analysis, and client proposals. Associate Brokers are expected to collaborate with other teams to drive innovation and create solutions that help our Team grow effectively and efficiently. As the Associate Broker develops into a trusted advisor, there will be opportunities for professional development and progress. Join us in our mission to Be Bold.

The Role

Corporate Risk & Broking

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.

Client Services Specialist is an operational role that supports a team of brokers by assisting with organization, daily operations, communication with clients and client service marketing support, renewal solicitations, proposal creation, WEM compliance, pipeline and forecast maintenance. Generally not client facing. License required.

The Responsibilities

  • Day-to-day servicing of broker’s accounts, including renewals; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and renewal accounts; performs other duties as assigned

  • Gather blank new/renewal applications and send to the production team or client

  • Create web-based submissions as needed

  • Utilize Connected Broking, Client Proposal Workbook, and other WTW systems

  • Receive new/renewal submission from the production team or client

  • Support FINMAR and work associated

  • Enter and maintain financial statements, forecasts, and pipeline

  • Send the submission to carriers; utilize the Panel as needed to

  • Carry out surplus lines, market security, sanctions, and third party payment procedures

  • Receive quotes and update renewal document(s) as needed

  • Create the base WEM presentation for the broker

  • Serve as the Second Set of Eyes for WEM (quote proposals, confirmation/evidence of coverage)

  • Secure orders to bind from production team or client

  • Provide orders to bind to the carrier/underwriters

  • Gather the binders and check them for accuracy; secure corrections as needed

  • Send WEM confirmation/evidence of coverage communication to production team or client

  • Add/renew policy record in EPIC; upload required documentation throughout placement

  • Secure binder contingencies as directed by the brokers; send to the carriers once

The Requirements

  • Work collaboratively with Mumbai on policy issuance and on other tasks

  • Willis Online data input

  • Generate Model Reports

  • Follow up on invoicing and accounting inquiries

  • Set client/underwriter meetings for renewing/prospective business

  • Provide support and education on international placements, invoicing and taxation differences

  • Educate the team on updates/changes to the System (EPIC, Connected Broking, etc.)

  • Develop relationships with the carrier’s underwriting teams

  • Participates in continuing education to maintain licensure

  • Insurance broker’s license required

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

Unsolicited Contact : Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

Apply

Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork

SHARE WITH:

  • Share on Facebook

  • Share on Twitter

  • Share on Google+ Share on Pinterest

  • Share on Linkedin

  • Share by Mail

JOB SNAPSHOT

  • Location:New York, NY, US

  • Date Posted:July 6, 2018