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WTW · 6 days ago

Senior Project Manager, Alternative Asset Insurance Solutions

New York, NY

Full-time

Hybrid

Senior Level

$150K/yr - $250K/yr

5+ years exp

WTW is dedicated to providing exceptional service and innovative solutions to private equity sponsors and strategic buyers. They are seeking an experienced Insurance Due Diligence Project Manager to lead and manage insurance due diligence projects, ensuring comprehensive analysis of insurance-related costs and risks in corporate transactions.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Responsibilities

Leading and managing the insurance due diligence process from initial engagement through the transaction close and the transition to the WTW service team

Developing project plans to ensure all deliverables are met within scope and timeline

Conducting comprehensive reviews and analyses of insurance policies, programs, and coverage to identify key risk exposures and provide recommendations to mitigate identified risks and optimize insurance coverage

Prepare detailed due diligence reports summarizing findings, assessments, and recommendations and presenting those findings to the deal team, highlighting key risks and suggested mitigation strategies

Ensuring continuous communication and establishing clear expectations for both external and internal constituents

Serving as a strong role model and influence on others for best practices including a commitment to collaboration and team dynamics

Staying updated on industry trends, regulatory changes, and best practices in insurance due diligence

Ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains

Qualification

Insurance due diligenceClient managementInsurance broker licensePropertyCasualty insuranceCPCU certificationMicrosoft Office SuiteAnalytical skillsCommunication skillsInterpersonal skillsOrganizational skillsLeadership experience

Required

Minimum of 5+ years of experience in insurance due diligence, client management, insurance broking or related field

Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential

Bachelor's Degree

Valid insurance broker license required

Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization

Exceptional interpersonal skills, including the ability to build and maintain long-term relationships

A broad understanding of property and casualty insurance policies, coverage types, and risk assessment methodologies

Excellent organizational, analytical and problem-solving skills

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Preferred

Professional designations such as CPCU, ARM, or equivalent is a plus

Previous managerial or leadership experience in a client-facing role is highly advantageous

Benefits

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 paid 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 (Washington State only)

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)