Project Management

$300,000 - $375,000/Yr

Willis Towers Watson - New York, NY

Full-time - Mid Level

New York, NY

Professional, Scientific, and Technical Services

About the position

The role involves leading and managing the insurance due diligence process from initial engagement through the transaction close and the transition to the WTW service team. The successful candidate will develop project plans to ensure all deliverables are met within scope, time, and budget. Responsibilities include conducting comprehensive reviews and analyses of insurance policies, programs, and coverage to identify key risk exposures and provide recommendations to mitigate identified risks and optimize insurance coverage. The candidate will prepare detailed due diligence reports summarizing findings, assessments, and recommendations, and present those findings to the deal team, highlighting key risks and suggested mitigation strategies. Continuous communication and establishing clear expectations for both external and internal constituents are essential. The role also requires serving as a strong role model and influence on others for best practices, including a commitment to collaboration and team dynamics. Staying updated on industry trends, regulatory changes, and best practices in insurance due diligence is crucial. Additionally, ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains is a key responsibility.

Responsibilities

• Leading and managing the insurance due diligence process from initial engagement through the transaction close and the transition to the WTW service team
• Developing project plans to ensure all deliverables are met within scope, time and budget
• Conducting comprehensive reviews and analyses of insurance policies, programs, and coverage to identify key risk exposures and provide recommendations to mitigate identified risks and optimize insurance coverage
• Preparing detailed due diligence reports summarizing findings, assessments, and recommendations and presenting those findings to the deal team, highlighting key risks and suggested mitigation strategies
• Ensuring continuous communication and establishing clear expectations for both external and internal constituents
• Serving as a strong role model and influence on others for best practices including a commitment to collaboration and team dynamics
• Staying updated on industry trends, regulatory changes, and best practices in insurance due diligence
• Ensuring that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains.

Requirements

• Minimum of 5+ years of experience in insurance due diligence, client management, insurance broking or related field
• Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential
• Bachelor's Degree
• Valid insurance broker license required
• Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization
• Exceptional interpersonal skills, including the ability to build and maintain long-term relationships
• A broad understanding of property and casualty insurance policies, coverage types, and risk assessment methodologies
• Excellent organizational, analytical and problem-solving skills
• Professional designations such as CPCU, ARM, or equivalent is a plus
• Previous managerial or leadership experience in a client-facing role is highly advantageous
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

Nice-to-haves

• Professional designations such as CPCU, ARM, or equivalent is a plus
• Previous managerial or leadership experience in a client-facing role is highly advantageous

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). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.