Description
The Role
- Leading and managing the insurance due diligence process from initial engagement through the transaction close and the transition to the WTW service team.
- Developing project plans to ensure all deliverables are met within scope, time and budget.
- Conducting comprehensive reviews and analyses of insurance policies, programs, and coverage to identify key risk exposures and provide recommendations to mitigate identified risks and optimize insurance coverage.
- Preparing detailed due diligence reports summarizing findings, assessments, and recommendations and presenting those findings to the deal team, highlighting key risks and suggested mitigation strategies.
- Ensuring continuous communication and establishing clear expectations for both external and internal constituents.
- Serving as a strong role model and influence on others for best practices including a commitment to collaboration and team dynamics.
- Staying updated on industry trends, regulatory changes, and best practices in insurance due diligence.
- Ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains.
Qualifications
Qualifications:
- Minimum of 5+ years of experience in insurance due diligence, client management, insurance broking or related field.
- Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential.
- Bachelor's Degree.
- Valid insurance broker license required.
- Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization.
- Exceptional interpersonal skills, including the ability to build and maintain long-term relationships.
- A broad understanding of property and casualty insurance policies, coverage types, and risk assessment methodologies.
- Excellent organizational, analytical and problem-solving skills.
- Professional designations such as CPCU, ARM, or equivalent is a plus.
- Previous managerial or leadership experience in a client-facing role is highly advantageous.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
The base salary compensation range being offered for this role is $300,000 - $375,000 USD per year. This role is also eligible for an annual short-term incentive bonus.
Company Benefits
- 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 paid 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).
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets
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