Willis Towers Watson
Description
A Broker /Client Manager serves as the primary liaison between insurers and clients. This person is responsible for managing large client relationships, deploying placement expertise and assisting Marine North America in achieving its revenue growth targets.
The individual will support the Marine North America team by managing a more complex book of yacht business. Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in new business development presentations. The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms. The individual will also be responsible for managing claims within their book of business. All functions should be performed collaboratively with the greater team.
Performance Objectives:
Function as a resource on yacht accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise
Maintain a book of business
Place middle to large yacht accounts in the marketplace
Perform policy contract reviews; negotiate competitive terms and conditions
Issue and ensure carrier accurate policy and other documentation
Contribute to business growth objectives (e.g., participate in new business presentations, attend proactive sales meetings, place new business opportunities and help identify new opportunities)
Assist in achieving the goals and objectives of the North American Marine Practice
Manage pipeline of prospects
Active involvement in the Global Industry Practice Groups
Collaborate with other lines of business to cross sell products and services
Maintain and develop relationships with insurance carriers’ partners
Foster relationships with existing and prospective clients
Learn and utilize WTW software and systems where necessary
Qualifications The Requirements
High school diploma required. College degree preferred
Three years minimum insurance broking experience for yachts or recreational marine clients preferred
Insurance broker’s P&C license required
Ability to utilize Microsoft Office Suite effectively, including PowerPoint, Word, Excel and Outlook
Excellent interpersonal and communication skills
Excellent problem solving skills
Exceptional time management and organizational skills with a track record of success working against tight deadlines
Ability to work collaboratively with others
Must demonstrate attention to detail
Ability to conduct researchMust demonstrate core competency of Willis Towers Watson Values & Vision
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits:
Paid Holidays, Annual Paid Time Off (includes 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), Paid Time Off (only included for Washington roles)
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 satisfy the plans’ eligibility requirements.
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.
EOE, including disability/vets
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.
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The individual will support the Marine North America team by managing a more complex book of yacht business. Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in new business development presentations. The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms. The individual will also be responsible for managing claims within their book of business. All functions should be performed collaboratively with the greater team.
Performance Objectives:
Function as a resource on yacht accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise
Maintain a book of business
Place middle to large yacht accounts in the marketplace
Perform policy contract reviews; negotiate competitive terms and conditions
Issue and ensure carrier accurate policy and other documentation
Contribute to business growth objectives (e.g., participate in new business presentations, attend proactive sales meetings, place new business opportunities and help identify new opportunities)
Assist in achieving the goals and objectives of the North American Marine Practice
Manage pipeline of prospects
Active involvement in the Global Industry Practice Groups
Collaborate with other lines of business to cross sell products and services
Maintain and develop relationships with insurance carriers’ partners
Foster relationships with existing and prospective clients
Learn and utilize WTW software and systems where necessary
Qualifications The Requirements
High school diploma required. College degree preferred
Three years minimum insurance broking experience for yachts or recreational marine clients preferred
Insurance broker’s P&C license required
Ability to utilize Microsoft Office Suite effectively, including PowerPoint, Word, Excel and Outlook
Excellent interpersonal and communication skills
Excellent problem solving skills
Exceptional time management and organizational skills with a track record of success working against tight deadlines
Ability to work collaboratively with others
Must demonstrate attention to detail
Ability to conduct researchMust demonstrate core competency of Willis Towers Watson Values & Vision
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits:
Paid Holidays, Annual Paid Time Off (includes 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), Paid Time Off (only included for Washington roles)
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 satisfy the plans’ eligibility requirements.
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.
EOE, including disability/vets
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.
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