Join our Commercial Risk Unit Team! We are a highly skilled and collaborative
team, dedicated to delivering comprehensive risk management guidance to some of
the most innovative companies worldwide. Our clients span a wide range of
industries, ensuring a dynamic and engaging work environment with new challenges
each day.
Location: Remote – This position is open to candidates residing anywhere within
the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not
offered for this specific job opportunity.
What You’ll Be Responsible For:
Independently manage client relationships and accounts of advanced complexity
and requirements.
Perform program comparison and form review, in partnership with Account
Executive(s).
Independently prepare for, manage and conduct strategy renewal meetings with
clients.
Act as primary client point of contact to provide day-to-day service by
responding to client questions and requests.
Develop, analyze, and implement competitive insurance programs, providing
various alternatives for client consideration. Prepare market, quote rates
for renewals and new business.
Manage the onboarding process of new clients.
Manage the marketing process for prospect companies.
Prepare and review client communications and finalize for delivery.
Communicate and collaborate with producers, clients and underwriters to
obtain information, quote rates, prepare proposals, or service existing
accounts.
Maintain current files and prepare policy renewal questionnaires,
recommending coverage enhancements. Review, evaluate, rate and market
Commercial Insurance applications and documents for accuracy.
Compile and organize all client information necessary to process new,
renewal, cancellation and endorsements and ability to assess and oversee
internal account billing schedules and discrepancies.
Perform thorough contract reviews for clients.
Perform database file management and input information. Accurately manage
and maintain documents in agency management systems.
Provide training and mentorship to Account Coordinators.
Perform other duties and special projects as assigned
QUALIFICATIONS
Minimum of 4+ years of brokerage experience is required.
Experience in various industry and middle market clients is required.
Exceptional communication skills: written, public speaking and presentation
preparation.
Exceptional telephone etiquette and customer service skills, diplomacy,
professionalism and tact.
Advanced knowledge of Microsoft Office and its complex features.
Ability to be resourceful, take initiative, solve problems, offer solutions
and make process improvements.
Works well with others in a fast paced environment and is responsive to
co-workers and colleagues. Ability to train, delegate, provide oversight and
give feedback.
Adaptability and flexibility to address issues and client needs.
Excellent time management skills.
Ability to learn and adopt and train use of technology systems and software
applications.
Excellent at multi-tasking and flexibility to manage ever changing priorities
and deadlines.
Intermediate strategic project planning including extended time management.
Ability to forge relationships and build trust.
Certificates, Licenses, Registration:
Property and Casualty Insurance License is required.
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.
Compensation
The base salary compensation range being offered for this role is
$90,000-120,000 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
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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.
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