Associate FINEX Broker

Profile

Associate FINEX Broker ','2200061Q','!*!Manages day-to-day servicing of FINEX placements, including negotiating and placing business with insurance markets.  Supports senior brokers and brokers on larger FINEX placements.

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Maintains insurance records for accounts including compiling, calculating and managing information 

Performs research on clients and industries

Obtains and distributes information from renewal lists

Prepares draft strategy documents, proposals and submissions

Utilizes the FINEX Panel when appropriate

Gathers information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market

May negotiate small renewal placements with insurance markets on behalf of clients

Participate in and adhere to FINEX FINMAR protocols to support a strategic approach to broking

Prepare draft submission documents and finalize submissions for delivery

May prepare and update summaries in database as required

Prepares contract certainty coverage documents for review

Maintains business relationships with producers and underwriters

Maintains knowledge of insurance carriers and their business practices

','!*!The Requirements

1-3 years industry experience

Insurance broker’s P&C and surplus lines license required

Demonstrates knowledge of core insurance principles

Ability to conduct research

Understanding of required placement workflows

Self-starter/requires minimal supervision, ability to execute assigned tasks in timely fashion

Ability to interface with customers and collaborate internally with teammates to serve customers

Will seek guidance when needed, and receptive to feedback

Good presentation skills – written and oral

Good listening skills

Enhancing client service skills

Strong technology acumen – ability to utilize technology-based record management systems; advanced MS Office skills and familiarity with other relevant online tools

Travel required

EEO, including disability/vets

 

','Placement / Broking','United States-Illinois-Chicago','','Full-time','Associate FINEX Broker

Company info

Willis Towers Watson.
Website : https://www.willistowerswatson.com/