August 23, 2022
Our FINEX FI Brokers serve as an integral interface between WTW clients, prospects and various insurers in the marketplace.
They advise clients on the design of complex risk management programs; present submissions to insurers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong relationships with key insurers.
If you are interested in helping deliver solutions that address our clients’ needs, this is the role for you.
Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.
Gather information and apply analytics to support senior brokers in assessing and evaluating client risks
Perform research on clients, prospects and industries
Obtain and distribute information from renewal lists
Prepare draft underwriting submission documents for review by senior brokers
Prepare and update summaries of insurance for review by senior brokers
Prepare and update proposals for review by senior brokers
Review quotes against specifications and develop side-by side comparisons
Review program binders for accuracy against quotes and complete file reviews
Maintain business relationships with clients and underwriters
Maintain insurance market intelligence and share with the FINEX team
Participate in I&D activities such as Young Professionals Network
Ensure that all WTW and regulatory compliance procedures and processes are followed and adhered to
Execute straightforward new business placement, renewals and simple alterations of existing cover, under supervision
Record and maintain all information accurately on the appropriate WTW systems
Work closely with associates from other departments that support the broking process (, analytics)
Build technical skills by satisfactorily completing basic and intermediate training courses as required
Bachelor’s degree or equivalent
Ontario RIBO license will be required. If not currently licensed, ability to obtain one within 90 days of employment
Negotiation skills (insurer and client); ability to maintain as-is renewal terms and handle simple business placements
Business Acumen : demonstrates basic knowledge / understanding of insurance business.
Project Management : ability to execute assigned tasks in timely fashion
Leadership skills : ability to make decisions and support them; ability to take control of own work; ability to seek guidance and coordinate with others when needed
Insurance Technical skills; demonstrates knowledge of core insurance principles; Understands coverage forms and principles
Strong technology acumen ability to utilize technology-based record management systems : advanced MS Office skills and familiarity with other relevant online tools
Demonstrates desire to learn and apply that knowledge to work assignments
Self-starter / requires minimal supervision, ability to execute assigned tasks in timely fashion
Collaborates in office, and works remotely if / when desired
Ability to interface with clients and collaborate internally with teammates to serve clients
Seeks guidance when needed, and receptive to direction and feedback
Good presentation skills written and oral
Good listening skills
Equal Opportunity Employer