Associate FINEX Broker

Associate FINEX Broker

WTW | Cincinnati, OH, 45217, US
Salary Range:$47,000 – $92,000 Salary range estimated by Zippia

Posted 6 days ago

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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 (