Middle Market Due Diligence Broker jobs in United States
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WTW · 19 hours ago

Middle Market Due Diligence Broker

WTW is a leading global advisory, broking, and solutions company. They are seeking a Middle Market Due Diligence Broker to develop market strategies, negotiate coverage, and build strong relationships with clients and carriers.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Develop and lead market strategy and proposal review meetings with WTW team members to correspond with client presentation dates
Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process
Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements
Create innovative placement approaches to meet and exceed client expectations
Negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers
Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures
Provide thorough communication with all WTW team members, carriers, and/or wholesalers throughout the duration of each placement
Bind coverage and create and submit carrier binders/documents
Build and maintain strong carrier and wholesaler relationships
Attend and participate in Industry meetings
Keep informed of changing insurance and risk market conditions. Communicate changes and/or updates to WTW service team members as they relate to pertinent classes of business
Understand and comply with WTW Excellence Model Management (WEM) requirements
Collaborate and communicate with other client services teams and Shared Service Centers to smoothly and efficiently complete joint work/process steps/etc
Maintain performance to applicable Client Service and Placement standards and/or metrics

Qualification

Property & Casualty licenseCommercial P&C insurance knowledgeNegotiation skillsInsurance designations CPCUInsurance designations CICInsurance designations ARMTechnology acumenMicrosoft Office skillsInterpersonal skillsVerbal communication skillsWritten communication skillsAttention to detailTime ManagementOrganizational SkillsProblem solving abilities

Required

Valid Property & Casualty license as required by state law, or ability to acquire appropriate licensing within 90 days of hire. Obtain Surplus Lines license within 180 days of hire
Commercial P&C insurance knowledge/experience is required and previous success in client facing work strongly preferred
7+ years' insurance experience in a similar job function or with similar processes is strongly preferred
Demonstrated excellence in negotiation skills and influence skills are critical
Superior interpersonal skills for working with colleagues and clients in a collaborative team environment, both in-person and virtually
Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills
Technology acumen to adapt to multitude of technology-based systems (Epic, carrier online rating systems, Broking Platform, etc.)
Strong attention to detail and process orientation
Time Management and Organizational Skills in the face of changing deadlines and workloads
Ability to work independently, yet actively and appropriately engage the services provided by 'extended team members' across the Shared Service Centers and Teams
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Basic to Intermediate level Microsoft Office skills to include Outlook, Word, PowerPoint, Excel, and Teams

Preferred

Insurance designations such as CPCU, CIC and ARM are advantageous

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
Work/Life Resources (including Employee Assistance Program)
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)
Contributory Pension Plan
Savings Plan (401k)

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
Elliott Management Corp.,Starboard Value
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase