Willis Towers Watson Analyst - Cargo Broker Trainee in New York, New York
An Analyst - Cargo Broker Trainee performs standardized, high-volume operational activities to support both client & market-facing specialists across the end to end placement lifecycle for new business and renewals. Assists the team with program and client-related documentation production, data analysis, and information handling.
The Analyst supports a team of brokers by assisting with organization, daily operations, 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.
Assists the team 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
Support invoicing of all Shipowners 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, RADAR
Add/renew policy record in ECLIPSE; upload required documentation throughout placement
Maintain client and prospect lists within CRM in large market, middle market and industry focus areas
High school diploma required. College degree preferred.
1 to 3 years of broking and/or underwriting experience preferred but will also accept applications from College Graduates with no previous insurance experience
Knowledge of Microsoft Office Suite, including PowerPoint, Word, Excel and Outlook
Knowledge of Microsoft Dynamics CRM is helpful
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
EOE, including disability/vets (https://cdn-static.findly.com/wp-content/uploads/sites/1240/2021/06/14082050/EEO-Policies-for-WTW-Careers-site-2021.pdf)
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