Yacht Practice Broker/Client Advocate

2 weeks ago

Fort Lauderdale, United States Willis Towers Watson Full time
Job Description

A Broker /Client Advocate serves as the primary liaison between insurers and clients. This person is responsible for managing large client relationships, deploying placement expertise and assisting Marine North America in achieving its revenue growth targets.

The individual will support the Marine North America team by managing a more complex book of yacht business. Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in new business development presentations. The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms. The individual will also be responsible for managing claims within their book of business. All functions should be performed collaboratively with the greater team.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role
  • Function as a resource on yacht accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise
  • Maintain a book of business
  • Place middle to large yacht accounts in the marketplace
  • Perform policy contract reviews; negotiate competitive terms and conditions
  • Issue and ensure carrier accurate policy and other documentation
  • Contribute to business growth objectives (e.g., participate in new business presentations, attend proactive sales meetings, place new business opportunities and help identify new opportunities)
  • Assist in achieving the goals and objectives of the North American Marine Practice
  • Manage pipeline of prospects
  • Active involvement in the Global Industry Practice Groups
  • Collaborate with other lines of business to cross sell products and services
  • Maintain and develop relationships with insurance carriers' partners
  • Foster relationships with existing and prospective clients
  • Learn and utilize WTW software and systems where necessary
Qualifications

The Requirements
  • High school diploma required. College degree preferred
  • Five years insurance broking experience for yachts or recreational marine clients preferred
  • Insurance broker's P&C license required
  • Ability to utilize Microsoft Office Suite effectively, including PowerPoint, Word, Excel and Outlook
  • 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 collaboratively with others
  • Must demonstrate attention to detail
  • Ability to conduct research
  • Must demonstrate core competency of Willis Towers Watson Values & Vision

EOE, including disability/vets

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