Associate FINEX Broker
WTW | Cincinnati, OH, 45217, USSalary Range:$47,000 – $92,000 Salary range estimated by Zippia
Posted 6 days ago
Description
Manages day-to-day servicing of FINEX placements, including negotiating and placing business with insurance markets. Supports senior brokers and brokers on larger FINEX placements.
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Maintains insurance records for accounts including compiling, calculating and managing information
+ Performs research on clients and industries
+ Obtains and distributes information from renewal lists
+ Prepares draft strategy documents, proposals and submissions
+ Utilizes the FINEX Panel when appropriate
+ Gathers information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
+ May negotiate small renewal placements with insurance markets on behalf of clients
+ Participate in and adhere to FINEX FINMAR protocols to support a strategic approach to broking
+ Prepare draft submission documents and finalize submissions for delivery
+ May prepare and update summaries in database as required
+ Prepares contract certainty coverage documents for review
+ Maintains business relationships with producers and underwriters
+ Maintains knowledge of insurance carriers and their business practices
**The Requirements**
+ 1-3 years industry experience
+ Insurance broker's P&C and surplus lines license required
+ Demonstrates knowledge of core insurance principles
+ Ability to conduct research
+ Understanding of required placement workflows
+ Self-starter/requires minimal supervision, ability to execute assigned tasks in timely fashion
+ Ability to interface with customers and collaborate internally with teammates to serve customers
+ Will seek guidance when needed, and receptive to feedback
+ Good presentation skills - written and oral
+ Good listening skills
+ Enhancing client service skills
+ Strong technology acumen - ability to utilize technology-based record management systems; advanced MS Office skills and familiarity with other relevant online tools
+ Travel required
WTW may be subject to employment-related COVID-19 vaccination mandates from time to time in certain jurisdictions that may require certifying and providing documentation of vaccination against COVID-19 to work in a WTW office
EEO, including disability/vets (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2022/02/08093340/EEO-Policies-for-WTW-Careers-site-2022-2.pdf)
Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Maintains insurance records for accounts including compiling, calculating and managing information
+ Performs research on clients and industries
+ Obtains and distributes information from renewal lists
+ Prepares draft strategy documents, proposals and submissions
+ Utilizes the FINEX Panel when appropriate
+ Gathers information and analytics to assess and evaluate client risks in order to support the placement of client risks into the market
+ May negotiate small renewal placements with insurance markets on behalf of clients
+ Participate in and adhere to FINEX FINMAR protocols to support a strategic approach to broking
+ Prepare draft submission documents and finalize submissions for delivery
+ May prepare and update summaries in database as required
+ Prepares contract certainty coverage documents for review
+ Maintains business relationships with producers and underwriters
+ Maintains knowledge of insurance carriers and their business practices
**The Requirements**
+ 1-3 years industry experience
+ Insurance broker's P&C and surplus lines license required
+ Demonstrates knowledge of core insurance principles
+ Ability to conduct research
+ Understanding of required placement workflows
+ Self-starter/requires minimal supervision, ability to execute assigned tasks in timely fashion
+ Ability to interface with customers and collaborate internally with teammates to serve customers
+ Will seek guidance when needed, and receptive to feedback
+ Good presentation skills - written and oral
+ Good listening skills
+ Enhancing client service skills
+ Strong technology acumen - ability to utilize technology-based record management systems; advanced MS Office skills and familiarity with other relevant online tools
+ Travel required
WTW may be subject to employment-related COVID-19 vaccination mandates from time to time in certain jurisdictions that may require certifying and providing documentation of vaccination against COVID-19 to work in a WTW office
EEO, including disability/vets (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2022/02/08093340/EEO-Policies-for-WTW-Careers-site-2022-2.pdf)
