Director - Tax

Corporate Risk & Broking

Individual will be responsible for supporting WTW’s Tax Insurance team with placements, marketing efforts, insurance submissions, and underwriting processes. Must be organized and efficient, with an eagerness to learn and grown in a fast-moving industry, demonstrated team player, conscientious professional, non-passive, proactive, and maintain good judgement. Duties include assembling submissions, evaluating quotes and preparing reports for distribution to the client and their legal advisor, negotiating with underwriters regarding coverage terms, conditions, and pricing, developing relationships with producers and markets, and performing other duties as assigned. 

The Role 
The Director is primarily responsible for ensuring smooth underwriting processes. They are the colleague tasked with ensuring that all parties receive necessary documents and information and that calls are scheduled and run in an organized fashion. They are also responsible for assembling submissions, reviewing and analyzing quotes, negotiating with underwriters, and keeping clients informed of placement status.

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

The Responsibilities

• Supports the broking team that manages tax liability insurance policies.
• Prepares submission and distributes to marketplace.
• Reviews quotes and organizes into summary report.
• Assists in communicating with underwriters via e-mail and telephone.
• Assists in communicating with clients via e-mail and telephone.
• Obtains and distributes information from clients and underwriters.
• Reviews policies and binders for accuracy and completeness.
• Maintains and develops business relationships with producers and senior underwriting contacts.
• Maintains knowledge of insurance carriers and their business practices.
• Participates in continuing education to maintain license and industry credentials.