Middle Market Broker jobs in United States
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WTW · 20 hours ago

Middle Market Broker

WTW is a leading global advisory, broking, and solutions company. The Middle Market Broker role involves providing leadership and expertise in broking activities, ensuring client expectations are met while managing accounts independently in the financial institutions and professional services industry.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Orchestrate new business placement, renewals, and alterations of existing coverage
Develop, review, and deliver presentations to secure new and build on existing relationships
Review and evaluate information and analytics to assess and evaluate client risks to support the placement of client risks in the market
Research and evaluate all solutions (insurance and otherwise) to identify and develop optimum risk solutions for clients
Provide coverage and program design advice and expertise to clients; perform needs and gap analysis to make recommendations regarding program improvements
Build strong partnerships with a broad range of organizations and stakeholders in the market to secure optimum terms and conditions for clients
Contribute to thought leadership and continuous process improvement of the broking function
Work closely with associates to stay on top of changes in the marketplace
Oversee design and preparation of draft proposals; negotiate and finalize carrier quotes, terms and conditions, and coverage confirmations to ensure contract certainty
Bind carrier quotes and review binders and coverage confirmations
Request, attend, and participate in regular client and underwriter meetings
Conduct program peer reviews
Provide coaching to brokers in training

Qualification

Insurance broker’s P&C licenseRelationship managementNegotiation skillsBusiness acumenProject managementPresentation skillsCritical thinkingLeadership skillsAdaptability

Required

5–12 years industry experience
Insurance broker's P&C license required
Strong group presentation skills (written and verbal); ability to drive complex/technical conversations
Relationship management: customer focus, collaboration and interpersonal skills, and conflict management; demonstrates shared ownership of resolution of conflicts
Negotiation skills: carrier and client negotiation skills; can secure concessions without damaging relationships
Business acumen: demonstrates knowledge of industries and clients, carriers and/or markets
Project management: ability to effectively manage and oversee small projects
Receptive to feedback; critical thinking and problem-solving skills; high adaptability
Leadership skills: applies judgment in making decisions, directs and motivates others, takes lead in small groups, and promotes teamwork

Benefits

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
Elliott Management Corp.,Starboard Value
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase