Works with the Transactional Risk Team within the Willis Mergers & Acquisitions Group in the design and placement of transactional risk products for clients, attends deal calls with clients to secure transaction information, prepares submissions/coverage specifications, assists with preparing advice to client regarding carrier selection and deal structure considerations, prepares internal financial and statistical reports including analysis of M&A market trends and team data. Maintains strong relationships with key carriers.

　　The Role

　　Synthesize M&A deal information from clients to prepare market submissions

　　Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details

　　Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program

　　Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)

　　Assists Senior Brokers in developing materials and statistics for client meetings as requested

　　Develop and share with clients, producers and colleagues, knowledge about the M&A market and product solutions as they relate to classes of business, as requested by Senior Broker

　　Analyze and track team data around deal activity and team placements for regular internal reporting

　　The Requirement

　　College degree with major in finance, accounting or risk management desired

　　Industry experience, preferably with M&A or complex insurance experience, or with representations & warranties, contingent and/or tax liability, preferred

　　Must have obtained insurance brokers license within 60 days of employment

　　Must possess strong attention to detail

　　Ability to synthesize and organize data

　　Must demonstrate core competency of Willis Values & Vision

　　Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers

　　Self-starter/requires minimal supervision

　　Will seek guidance when needed

　　Solid presentation skills – written and oral

　　Good listener

　　Strong leadership skills

　　Enhancing client service skills

　　Ability to deal with difficult client situations on short timelines

　　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).

　　Compensation

　　The base salary compensation range being offered for this role is $100,000-$125,000 USD.

　　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 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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )

　　Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

　　EOE, including disability/vets