Willis Towers Watson
Lead Associate - Cargo Broker
Posted on Jun 18 San Francisco, CA 100 views
The Role
A Marine Cargo Lead Associate supports daily operations for the Cargo broking Team. This would include communication with clients and insurance markets, document creation for use with clients and insurance markets, assistance with compliance, systems data entry and other support tasks as required, the role supports the end-to-end placement lifecycle for new business and renewals to help maintain a positive relationship with clients.
Performance Objectives
- Work with brokers to provide day-to-day servicing of accounts, including:
- Issuance of policies and endorsements
- Assist in formulating submissions for insurance carriers
- Assist with quote comparative spreadsheets
- Issuance of compliance documentation
- Assist and coordinate responses to RFP’s
- Organize internal, prospect and client meetings
- Carry out surplus lines, market security, sanctions, and third-party payment procedures
- Support invoicing of all Shipowner accounts
- Follow up on invoicing and accounting inquiries
- Maintain updated account list
- Review and manage policy expiration list.
- Learn and utilize WTW software and systems – ECLIPSE,
- Add/renew policy record in ECLIPSE; upload required documentation throughout placement
The Requirements
- College degree preferred
- P&C Brokers License, preferred
- 3 to 5 years of Marine experience
- Knowledge of Microsoft Office Suite, 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 autonomously or within the team, while working towards tight deadlines
- Must demonstrate attention to detail, with a high-level focus on quality
- Ability to conduct research
- Understanding of required placement workflows
- Must demonstrate core competency of Willis Towers Watson Values & Vision
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
The base salary compensation range being offered for this role is $110,000.00-$150, 000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
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, Identify 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.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
