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About the Role
The Lead Associate supports the day-to-day servicing of large multinational commercial clients within Willis Canada’s Incoming Specialty Group, working closely with clients, colleagues, and WTW’s global network in a specialized team environment.
Responsibilities
- Process, invoice, deliver, and service globally placed North American policies by collaborating and communicating with the Network.
- Document internal and external strategy meetings by collaborating with the internal team.
- Draft exposure and underwriting information, deliver it to the client, and gather updates from the client.
- Coordinate and support all day-to-day client service and consultation.
- Develop complete and accurate submissions for Placement.
- Collaborate with Placement specialists throughout the placement process, communicating and gathering information to/from the client.
- Design and build full client proposals, including coverage comparison provided by Placement.
- Request and obtain binders from insurers and perform or obtain the second set of eyes review.
- Deliver binders and/or policies to clients with appropriate transmittal letters.
- Assist with follow-ups to clients for subjectivities.
- Request and process endorsements and audits by collaborating with the internal team.
- Draft fee agreements by collaborating with Associates and other appropriate resources.
- Complete joint work/process steps, including billing of premiums and fees, by collaborating and communicating with Domestic and Global Center teams.
- Maintain account management information in appropriate systems.
- Assist with the unlicensed placement due diligence process and complete associated documentation.
- Request and verify accurate delivery of agency bill invoices and coordinate with accounting, including calculating premium and tax allocations.
- Secure Premium Financing quotes and deliver them to the client.
- Assist with billing adjustments as requested by Associates.
- Complete review checklists and deliver the final policy check letter to the client if no discrepancies are found.
- Complete policy checks, review checklists, and deliver the final policy letter to the client if no discrepancies are found.
- Complete the Certificate template as needed to allow the Certs Team to issue certificates.
- Attend client meetings as required.
Requirements
- Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Experience Level
- Lead Associate
About the Company
- We know how companies can unlock potential through effective risk management.
- Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how.
- The result is a new way of embracing risk that drives superior results.