M&A Middle Market Leader

Description

The WTW Alternative Asset Insurance Solution (AAIS) group provides a full spectrum of commercial insurance employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence in evaluating the costs liabilities and exposures of potential acquisitions. Ensuring that during the diligence phase broking teams are delivering the full WTW value. After close WTW manages the portfolio companys insurance program through the private equity firms hold period and during a sale process ensures the proper steps are taken for a seamless transaction with on overall objective of maintaining WTW services in place after close with new ownership team. This position supports AAIS Producers and Diligence teams by managing the conversion of the portfolio company to a WTW client management of the portfolio company programs post-closing and supporting post-closing and renewal placement needs.

The Role :

• Leadership and Strategy : Leading the AAIS Middle Market team executing strategy and accelerating growth in M&A transactions. This includes strengthening WTWs position as a leading broker for such deals.
• Client Advisory : Providing detailed risk assessments deal-specific insurance advice and developing tailored P&C placement programs for middle-market clients involved in M&A.
• Negotiation and Placement : Leading negotiations with underwriters regarding coverage terms conditions and pricing on new and existing programs and evaluating quotes.
• Due Diligence : Leading a team of brokers in the M&A due diligence process from initial engagement to transaction close which can include accessing data rooms summarizing data and ensuring compliance with WTW policies.
• Business Development : Supporting new business opportunities developing relationships with clients internal stakeholders and insurance markets and potentially leading front-end sales / RFP efforts.
• Collaboration : Working closely with a global network of experts to develop innovative solutions and ensure seamless service delivery across different regions and regulatory environments.
• Team Leadership & Mentorship : Managing a team of brokers fostering professional development and ensuring high-quality service delivery.
• Analytics and Solutions : Collaborating with actuarial and analytics teams to develop tailored solutions (as needed) to conduct detailed risk assessments using proprietary data and tools to enhance client outcomes.

General Qualifications and Skills :

Responsibilities

Qualifications

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors including but not limited to location of the role individual competencies education / professional certifications qualifications / experience performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $275000.00 - $315000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply) :

If the position allows for flexible working :

At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote in-person and in-office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE including disability / vets

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors including but not limited to location of the role individual competencies education / professional certifications qualifications / experience performance in the role and potential for revenue generation (Producer roles only).

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply) :

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 or remote only )

Retirement Benefits : Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers we will consider for employment qualified applicants with arrest and conviction records.

Key Skills

Microsoft Access,SQL,Analysis Skills,Microsoft Powerpoint,Securities Law,Data Mining,Investment Banking,Market Research,Microsoft Excel,Visual Basic,Bloomberg,Data Analysis Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 275000 - 315000