Lead Associate

Job summary

The Lead Associate supports the day-to-day servicing of large multinational commercial clients by collaborating with global networks and internal teams. Responsibilities include processing policies, managing client proposals, coordinating underwriting information, and ensuring accurate billing and documentation.

Job details

We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role The Lead Associate is responsible for supporting the day-to-day servicing of large multinational commercial clients within Willis Canada’s Incoming Specialty Group, working closely with clients, colleagues and WTW’s global network in a specialized team environment. Essential Duties and Responsibilities: Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies. Collaborate with the internal team to document internal and external strategy meetings. Draft exposure and underwriting information, deliver to client, and gather updates from the client. Coordinate and support all day-to-day client service and consultation. Develop complete and accurate submissions for Placement. Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client. Design and build full client proposal, including the coverage comparison provided by Placement. Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable. Deliver binders and/or policies to client with appropriate transmittal letters. Assist with follow-ups to client for subjectivities. Collaborate with the internal team to request and process endorsements and audits. Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable. Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees. Maintain account management information in appropriate systems. Assist with unlicensed placement due diligence process. Complete documentation associated with filings. Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations. Secure Premium Financing quotes and deliver to client. Assist with billing adjustments as requested by Associates. Complete review checklists and deliver the final policy check letter to client if no discrepancies found. Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found. Complete the Certificate template as needed to allow the Certs Team to issue certificates. Attend client meetings as required. Qualifications The Requirements Must achieve and maintain an insurance (AMF Quebec license, RIBO) license and complete various continuing education activities as needed Insurance industry experience and knowledge preferred Minimum 5+ years of relevant working experience in a Commercial Underwriting or Commercial Broker environment Possesses effective verbal and written communication skills. Bilingual proficiency in French and English. Technological acumen to adapt to multitude of technology-based systems, including agency management software, Adobe PDF applications, Microsoft Office Suite, and proprietary applications. Possesses excellent interpersonal skills Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment. Strong decision-making capabilities Must be results-oriented Ability to provide superior customer service to the client and the insured Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines Independently carry out specific assignments and tasks This position is based in Canada and is open for hybrid/virtual work, subject to business needs. Compensation The base salary compensation range being offered for this role is $65,000 - $85,000 CAD per year. This role is also eligible for an annual short-term incentive bonus. Artificial intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer

What you’ll do

The Lead Associate supports the day-to-day servicing of large multinational commercial clients by collaborating with global networks and internal teams. Responsibilities include processing policies, managing client proposals, coordinating underwriting information, and ensuring accurate billing and documentation.

Requirements

Candidates must have at least 5 years of experience in commercial underwriting or brokerage and possess an active insurance license. Proficiency in both English and French is required, along with strong organizational and technological skills.

Benefits

• Annual short-term incentive bonus

Listed skills

• interpersonal skills · Preferred
• Risk Management · Preferred
• Decision Making · Preferred
• Multi-Tasking · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial underwriting
• Commercial brokerage
• Risk management
• Insurance licensing
• Client servicing
• Policy administration
• Bilingual proficiency
• Communication skills
• Interpersonal skills
• Decision-making
• Organizational skills
• Multi-tasking
• Microsoft Office Suite
• Adobe PDF applications
• Agency management software
• Information Gathering
• Account Management
• Accounting
• Auditing
• Underwriting
• Billing
• Due Diligence
• Invoicing
• Risk Management

Job areas

• Finance & Accounting
• Consulting
• Customer Service & Support
• Administrative
• Lead Associate
• Underwriting Assistant
• Statistical, Finance and Insurance Clerks
• Insurance Claims and Policy Processing Clerks