Broker, Financial Services

2 months ago


Old Toronto, Canada Willis Towers Watson Full time

p>The Senior Broker role within the Financial Institutions & Professional Services (FIPS) Industry Vertical Division will be responsible for managing the day-to-day broking responsibilities for Financial & Executive Risk lines and Property & Casualty programs both independently and in conjunction with other team members. The Senior Broker will be responsible for handling both new and renewal business. Other duties and responsibilities will include but are not limited to negotiating policy terms and conditions with underwriters, conducting renewal strategy and proposal presentations, and adhering to internal compliance protocols.This role offers a hybrid working opportunity, with some required office time and travel to client locations.Work with Senior Client Advocates and Strategic Client Engagement Leaders to execute broking strategy for renewal and new placements
Perform research to assist Senior Client Advocates and Strategic Client Engagement Leaders in establishing an understanding of client’s and prospect’s business and industry
Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the market
Support Senior Client Advocate in providing coverage and program design advice and expertise to clients; perform coverage needs and gap analysis to make recommendations regarding program improvements
Work with Senior Client Advocate to research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients
Mentor and coach junior team members
Maintain insurance market intelligence and share with the FIPS and FINEX teams
Strong technology acumen - ability to utilize technology-based record management systems: advanced MS Office skills and familiarity with other relevant online tools
Collaborates in office, and works remotely if/when desired



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