Associate R&W Broker

Responsibilities:

• Synthesize M&A deal information from clients to prepare market submissions 

• Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details

• Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program

• Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)

• Assists Senior Brokers in developing materials and statistics for client meetings as requested

• Develop and share with clients, producers and colleagues, knowledge about the M&A market and product solutions as they relate to classes of business, as requested by Senior Broker

• Analyze and track team data around deal activity and team placements for regular internal reporting

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Qualifications:

• College degree with major in finance, accounting or risk management desired

• Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability, preferred 

• Must have obtained insurance brokers license within 60 days of employment

• Must possess strong attention to detail

• Ability to synthesize and organize data

• Must demonstrate core competency of Willis Values & Vision

• Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers

• Self-starter/requires minimal supervision

• Will seek guidance when needed

• Solid presentation skills – written and oral

• Good listener

• Strong leadership skills

• Enhancing client service skills

• Ability to deal with difficult client situations on short timelines

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What can we offer you?

Competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k and an employee stock purchase plan as well as many other options to full time employees.

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 $100,000.00 - $200,000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

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.

Company Benefits (US):

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid holidays, annual paid time off (including state/local paid leave where required), company-paid disability (short-term and long-term), other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave), Paid Time Off (Washington roles only).
• 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 meet eligibility requirements. 

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