Job DescriptionThe Lead Associate is responsible for supporting 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.
Essential Duties and Responsibilities:- Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies.
- Collaborate with the internal team to document internal and external strategy meetings.
- Draft exposure and underwriting information, deliver to 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, and communicate and gather information to/from the client.
- Design and build full client proposal, including the coverage comparison provided by Placement.
- Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Assist with follow-ups to client for subjectivities.
- Collaborate with the internal team to request and process endorsements and audits.
- Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable.
- Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees.
- Maintain account management information in appropriate systems.
- Assist with unlicensed placement due diligence process. Complete documentation associated with filings.
- Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations.
- Secure Premium Financing quotes and deliver to client.
- Assist with billing adjustments as requested by Associates.
- Complete review checklists and deliver the final policy check letter to client if no discrepancies found.
- Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found.
- Complete the Certificate template as needed to allow the Certs Team to issue certificates.
- Attend client meetings as required.
QualificationsThe Requirements- Must achieve and maintain an insurance (AMF Quebeclicense, RIBO) license and complete various continuing education activities as needed
- Insurance industry experience and knowledge preferred
- Minimum 5+ years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses effective verbal and written communication skills.
- Bilingual proficiency in French and English.
- Technological acumen to adapt to multitude of technology-based systems, including agency management software, Adobe PDF applications, Microsoft Office Suite, and proprietary applications.
- Possesses excellent interpersonal skills
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment.
- Strong decision-making capabilities
- Must be results-oriented
- Ability to provide superior customer service to the client and the insured
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
- Independently carry out specific assignments and tasks
This position is based in Canada and is open for hybrid/virtual work, subject to business needs.
CompensationThe base salary compensation range being offered for this role is $65,000 - $118,000 CAD per year.
This role is also eligible for an annual short-term incentive bonus.
Artificial intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.
This job posting is an advertisement for an existing vacancy.
