Associate R&W Broker

Overview

Collaborates with the Transactional Risk Team within the Willis Mergers & Acquisitions Group to design and place transactional risk products for clients. Attends deal calls to secure transaction information, prepares submissions and coverage specifications, assists with advising on carrier selection and deal structure considerations, and prepares internal financial and statistical reports including analysis of M&A market trends and team data. Maintains strong relationships with key carriers.

Responsibilities

• 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
• Analyze feedback from carriers and prepare a 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)
• Assist 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 the Senior Broker
• Analyze and track team data around deal activity and team placements for regular internal reporting