Willis Towers Watson

Finex Broking Associate

Posted on Jun 10 Short Hills, NJ 259 views

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Corporate Risk and Broking (CRB) - We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

FINEX — FINEX specializes in brokerage services for financial and management liability risks. Our clients include financial institutions, commercial entities and professional services firms from around the globe that require coverage for areas ranging from business risks, like directors and officers liability, employment practices liability, fiduciary liability and crime, to external threats, like cyberattacks and terrorism.

The Role:

An associate broker in FINEX manages the day-to-day servicing of middle market commercial accounts working in conjunction with other brokers; develops business relationships with producers and internal resources; negotiates with underwriters regarding coverage terms, conditions and pricing on new and renewal accounts; prepares quotes, cover notes and worksheets; supports new business opportunities; and verifies accuracy of insurance documentation.


  • Support a book of business by performing day to day client service tasks

  • Responsibility for creation and design of renewal strategy documents for client presentations focusing on the design, marketing and placement of FINEX insurance programs

  • Analysis and reporting on the risk profiles of client’s unique finance, regulatory, and legal exposures

  • Facilitate communication between broker teams and underwriters during client renewal cycles

  • Provide support for new business opportunities including expanding relationships with current clients, participating in the preparation and response for Requests for Proposals, and general prospecting support

  • Support, present and further develop FINEX analytical tools

  • Participate and lead client meetings including Renewal Strategy Presentations, Underwriter Meetings, Renewal Update Conference Calls and Post-Renewal Reviews

  • Develop relationships with Producers, Client Advocates and Client Relationship Directors within the geographic region

  • Be proficient in Willis Towers Watson compliance and best practices

  • Regularly utilize Willis Towers Watson tools and resources

  • Prepares draft proposals, submissions and quotes

  • Follows up with insurance carriers and underwriters regarding the status of quotes and provides any additional information or rates as necessary

  • Maintains business relationships with producers and underwriters

  • Maintains knowledge of insurance carriers and their business practices

  • Responsibly represent Willis Towers Watson as a colleague within the FINEX Practice


  • Minimum 3 Years of Experience within Management Liability Insurance, Law or Risk Management

  • 3-5 Years of Professional Experience

  • Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook)

  • Understanding of Finance and Accounting

  • Strong communication skills

  • Ability to work in a fast-paced environment with challenging deadlines

  • Intellectual curiosity to learn and become proficient in FINEX insurance products

  • Ability to work productively and collaboratively in a team setting

  • Solid presentation skills – written and oral

  • Demonstrates knowledge of core insurance principles & provide explanation to clients

  • Ability to conduct research

  • Understanding of required placement workflows

  • Ability to deal with difficult client situations

  • Demonstrates knowledge of insurance structures

  • Insurance Broker’s P&C License Preferred, but Not Required

EOE, including disability/vets

More From Willis Towers Watson

Health and Benefits Assistant Client Manager (Analyst)

Posted on Jun 14 Chicago, IL 255 Views

IT Support Technician

Posted on Jun 7 Beckley, WV 270 Views

Business Analyst 2 - Health & Welfare

Posted on Jun 22 Minneapolis, MN 302 Views

Payroll Admin - Service Central

Posted on Jun 17 Arlington, VA 200 Views

Payroll Processor - Mid Level

Posted on Jun 17 Arlington, VA 251 Views

Related Job Listings

Willis Towers Watson

Senior Broker - Middle Market

Posted on Jun 8 Chicago, IL 218 Views

Willis Towers Watson

Middle Market Broker

Posted on Jun 8 Chicago, IL 168 Views

Willis Towers Watson

Reinsurance Treaty Broker

Posted on Jul 2 Philadelphia, PA 224 Views

Willis Towers Watson

Sr. Broker

Posted on Jun 9 Dallas, TX 141 Views

Willis Towers Watson

Construction Broker

Posted on Jun 11 Chicago, IL 239 Views