Hybrid Financial Lines Broker – Risk & PE Insurance

WTW; New York (NY); Hybrid; USD 130,000 - 175,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Paid Holidays & Time Off

401(k) Retirement Plan

Job summary

Willis Towers Watson in New York is seeking a Placement Specialist - Financial Lines Broker to lead broking activities, advise clients, and coordinate with carriers, clients, and advisors. The role requires travel and active industry participation to meet objectives and drive revenue.

The ideal candidate has 3+ years in underwriting or broking financial lines, strong communication skills, and proficiency with Excel, Word and PowerPoint. Hybrid work availability is offered.

Qualifications

• Minimum 3 years of underwriting or broking financial lines insurance experience, preferably with focus on private equity or alternative asset managers.
• Knowledge of the financial lines marketplace across all segments; experience with private equity, alternative assets managers, SPACs and private company financial lines desired.
• Experience in policy drafting and construction.
• Understanding of complex legal entity structures and exposures.
• Strong written and verbal communication and presentation skills.
• Self-motivated with ability to work independently.
• Proficiency in Excel, Word and PowerPoint.

Responsibilities

• Provide coverage and program design advice to clients and through Client Advocates and Producers.
• Conduct pre-closing insurance due diligence for private equity sponsors and structure post-closing programs.
• Support Producers in new business development with market dynamics and insurance solutions.
• Draft and negotiate manuscript policy language with carriers and coordinate with clients' counsel.
• Arrange and manage underwriting meetings for new and renewal business.
• Prepare and finalize quotes and coverage confirmations to ensure contract certainty.
• Market renewal and new business opportunities and present proposals to clients.

Skills

Brokerage experience

Financial lines knowledge

Excel/PowerPoint

Communication skills

Independent work

Tools

Excel

Word

PowerPoint

Job description

Willis Towers Watson in New York is seeking a Placement Specialist - Financial Lines Broker to lead broking activities, advise clients, and coordinate with carriers, clients, and advisors. The role requires travel and active industry participation to meet objectives and drive revenue.

The ideal candidate has 3+ years in underwriting or broking financial lines, strong communication skills, and proficiency with Excel, Word and PowerPoint. Hybrid work availability is offered.