Specie Broker

The Specie Broker in the Cash in Transit Practice serves as the primary liaison between insurers and clients. This person is responsible for managing client relationships and assisting Specie North America in achieving its revenue growth targets.
 

The individual will support the North American Specie team by managing business in the middle market, large & complex and international space.  Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in RFP’s.   The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms.  All functions should be performed collaboratively with the greater team.    

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

The Role

• Marketing and placement for middle market and complex accounts

• Direct client communication/calls/meetings etc.

• Maintain a book of business

• Perform policy contract reviews

• Issue accurate policy and other documentation

• Contribute to business growth objectives (e.g., participate in RFP responses/presentations, attend proactive sales meetings, place new business opportunities)

• Assist in achieving the goals and objectives of the North American CIT Practice

• Collaborate with other LOBs 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 – ECLIPSE, EPIC