Senior Broker, Financial Institutions

7 days ago

Montreal, Quebec, Canada WTW Full time

Job Summary

The Senior Broker role within the Financial Institutions & Professional Services (FIPS) Industry Vertical Division at WTW 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.

Key Responsibilities

  • Work with Senior Client Advocates and Strategic Client Engagement Leaders to execute broking strategy for renewal and new placements
  • Lead negotiations of renewal and new placements with insurance markets on behalf of clients
  • Contribute to new business opportunities for new clients and develop business opportunities with existing clients
  • Retain existing book of business and develop and strengthen client relationships
  • 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
  • Understand and explain coverage terms to clients and prospective clients
  • 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
  • Develop, review and deliver presentations to clients and prospective clients
  • Contribute to thought leadership and continuous process improvement of the Broking function
  • Participate in program peer reviews, where applicable
  • Contribute to product and service innovations
  • Mentor and coach junior team members
  • Maintains business relationships with clients and underwriters
  • Maintain insurance market intelligence and share with the FIPS and FINEX teams
  • Participate in I&D activities and/or initiatives
  • Adhere to compliance procedures and processes
  • Record and maintain all information accurately on the appropriate systems
  • Work closely with associates from other departments that support the broking process (e.g., analytics, claims)
  • Provide strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with other WTW resources and practices. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)

About WTW

WTW is a leading global professional services firm that provides a wide range of services to clients across various industries. Our team of experts works closely with clients to understand their business needs and provide tailored solutions to help them achieve their goals.

  • Senior Broker, Financial Institutions

    10 hours ago

    Montreal, Quebec, Canada WTW Full time

    Senior Broker, Financial InstitutionsThe Senior Broker role within the Financial Institutions & Professional Services (FIPS) Industry Vertical Division is a key position that requires strong leadership and technical skills. As a Senior Broker, you will be responsible for managing the day-to-day broking responsibilities for Financial & Executive Risk lines...

  • Senior Broker, Financial Institutions

    12 hours ago

    Montreal, Quebec, Canada WTW Full time

    Senior Broker, Financial InstitutionsThe Senior Broker role within the Financial Institutions & Professional Services (FIPS) Industry Vertical Division is a key position that requires strong leadership and technical skills. As a Senior Broker, you will be responsible for managing the day-to-day broking responsibilities for Financial & Executive Risk lines...

  • Senior Financial Consultant

    4 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    Become a part of our organizationJoin a dedicated community of professionals focused on empowering individuals, enterprises, and communities to thrive. Our diversity is our asset, and we appreciate your unique contributions. We provide resources, opportunities, and flexibility to assist you in achieving your aspirations. Our hybrid work model ensures a...

  • Senior Director Strategic Partnerships Financial Institutions

    1 week ago

    Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld, a global leader in the security industry, is seeking a Senior Director Strategic Partnerships Financial Institutions to lead our Cash Services division. As a key member of our team, you will be responsible for driving sales growth, developing strategic partnerships, and building strong relationships with financial institutions.Key...

  • Senior Financial Consultant

    4 weeks ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    Become a part of our organizationJoin a dedicated network of professionals focused on empowering individuals, enterprises, and communities to thrive. Our diversity is our asset, and we appreciate your unique contributions. We provide resources, opportunities, and flexibility to help you achieve your aspirations. Our hybrid work model ensures a balance...

  • Senior Financial Specialist

    7 days ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a Senior Financial Specialist or Financial Strategist to join our growing Private Placements team, Stratégies Financières Distribution (SFD).ContextGiven that the majority of ICF's subscribed premiums are distributed through brokerage in Canada, one of ICF's objectives is to ensure the sustainability of its distribution...

  • Senior Financial Specialist

    4 days ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a Senior Financial Specialist or Financial Strategist to join our growing Private Placements team, Stratégies Financières Distribution (SFD).ContextGiven that the majority of ICF's subscribed premiums are distributed through brokerage in Canada, one of ICF's objectives is to ensure the sustainability of its distribution...

  • Senior Financial Specialist

    4 days ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a Senior Financial Specialist or Financial Strategist to join our growing Private Placements team, Stratégies Financières Distribution (SFD).ContextGiven that the majority of ICF's subscribed premiums are distributed through brokerage in Canada, one of ICF's objectives is to ensure the sustainability of its distribution...

  • Senior Financial Specialist

    1 week ago

    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a Senior Financial Specialist or Financial Strategist to join our growing Private Placements team, Stratégies Financières Distribution (SFD).ContextGiven that the majority of ICF's subscribed premiums are distributed through brokerage in Canada, one of ICF's objectives is to ensure the sustainability of its distribution...

  • Broker Support Expert

    7 days ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    Job SummaryThe Digital Operations Specialist is responsible for providing operational support to brokers related to workflows and process readiness.Key ResponsibilitiesPlan, organize, and manage multiple demands and changing priorities/projects, and deliver results.Foster and build effective working relationships with both internal and external business...

  • Broker Support Expert

    1 week ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    Job SummaryThe Digital Operations Specialist is responsible for providing operational support to brokers related to workflows and process readiness.Key ResponsibilitiesPlan, organize, and manage multiple demands and changing priorities/projects, and deliver results.Foster and build effective working relationships with both internal and external business...

  • Senior Insurance Broker

    1 week ago

    Montreal, Quebec, Canada Aon Full time

    About the RoleAon is seeking a highly skilled and experienced Senior Broker to join our team. As a Senior Broker, you will play a key role in shaping the risk management strategies of our clients, providing expert advice and guidance to help them navigate complex insurance markets.Key ResponsibilitiesNegotiate with underwriters to secure the best terms and...

  • Senior Insurance Broker

    1 week ago

    Montreal, Quebec, Canada Aon Full time

    About the RoleAon is seeking a highly skilled and experienced Senior Broker to join our team. As a Senior Broker, you will play a key role in shaping the risk management strategies of our clients, providing expert advice and guidance to help them navigate complex insurance markets.Key ResponsibilitiesNegotiate with underwriters to secure the best terms and...

  • Senior Director Strategic Relations Financial Institutions

    1 week ago

    Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld is seeking a highly skilled Senior Director Strategic Relations Financial Institutions to lead our Cash Services division.Key ResponsibilitiesDevelop and execute sales strategies to drive revenue growth and increase market share.Build and maintain strong relationships with senior-level customers to identify business opportunities and...

  • Senior Director Strategic Relations Financial Institutions

    7 days ago

    Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld is seeking a highly skilled Senior Director Strategic Relations Financial Institutions to lead our Cash Services division.Key ResponsibilitiesDevelop and execute sales strategies to drive revenue growth and increase market share.Build and maintain strong relationships with senior-level customers to identify business opportunities and...

  • Senior Commercial Insurance Underwriter

    1 week ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    About the RoleAs a Senior Commercial Insurance Underwriter at Northbridge Financial Corporation, you will play a key role in providing complete solutions for our commercial mid-market businesses. You will work closely with a wide range of broker partners to get a holistic picture of each risk and make underwriting decisions that make sense for all...

  • Senior Underwriter, Commercial Lines Expert

    12 hours ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    About the RoleWe're seeking a highly skilled Senior Underwriter to join our Commercial Lines team at Northbridge Financial Corporation. As a key member of our team, you will be responsible for providing complete solutions for Canadian small businesses, working closely with broker partners to assess risks and make informed underwriting decisions.Key...

  • Senior Underwriter, Commercial Lines Expert

    15 hours ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    About the RoleWe're seeking a highly skilled Senior Underwriter to join our Commercial Lines team at Northbridge Financial Corporation. As a key member of our team, you will be responsible for providing complete solutions for Canadian small businesses, working closely with broker partners to assess risks and make informed underwriting decisions.Key...

  • Senior Underwriter, Commercial Lines Specialist

    7 days ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our team at Northbridge Financial Corporation. As a Senior Underwriter, you will play a critical role in providing complete solutions for Canadian small businesses.Key ResponsibilitiesWork closely with a wide range of broker partners to get a holistic picture of each risk and make...

  • Senior Underwriter, Commercial Lines Specialist

    4 days ago

    Montreal, Quebec, Canada Northbridge Financial Corporation Full time

    About the RoleWe are seeking a highly skilled Senior Underwriter to join our team at Northbridge Financial Corporation. As a Senior Underwriter, you will play a critical role in providing complete solutions for Canadian small businesses.Key ResponsibilitiesWork closely with a wide range of broker partners to get a holistic picture of each risk and make...