Job Description

Works with the Transactional Risk Team within the Willis Mergers & Acquisitions Group in the design and placement of transactional risk products for clients, attends deal calls with clients to secure transaction information, prepares submissions/coverage specifications, assists with preparing advice to client regarding carrier selection and deal structure considerations, prepares internal financial and statistical reports including analysis of M&A market trends and team data. Maintains strong relationships with key carriers.

• Synthesize M&A deal information from clients to prepare market submissions
• Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details
• Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program
• Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)
• Assists Senior Brokers in developing materials and statistics for client meetings as requested
• Develop and share with clients, producers and colleagues, knowledge about the M&A market and product solutions as they relate to classes of business, as requested by Senior Broker
• Analyze and track team data around deal activity and team placements for regular internal reporting

Qualifications

• College degree with major in finance, accounting or risk management desired
• 1-5 years of Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability, preferred
• Must have obtained insurance brokers license within 60 days of employment
• Must possess strong attention to detail
• Ability to synthesize and organize data
• Must demonstrate core competency of Willis Values & Vision
• Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers
• Self-starter/requires minimal supervision
• Will seek guidance when needed
• Solid presentation skills – written and oral
• Good listener
• Strong leadership skills
• Enhancing client service skills
• Ability to deal with difficult client situations on short timelines

What can we offer you?

Competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k and an employee stock purchase plan as well as many other options to full time employees.

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 and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000.00 - $170,000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

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.

Company Benefits (US):

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid holidays, annual paid time off (including state/local paid leave where required), company-paid disability (short-term and long-term), other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave), Paid Time Off (Washington roles only).
• 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 meet eligibility requirements.

If the position allows for flexible working:

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

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.