The Role
SENIOR ASSOCIATE-BROKING
(Senior Insurance Due Diligence Project Manager)
WTW M&A; Practice
The WTW M&A; Practice specializes in the provision of advice and insurance placement services to our investor clients. Our Due Diligence Advisory team focuses on the provision of pre-acquisition and pre-disposal insurance due diligence services, advising clients on the insurance and risk profile of companies they are seeking to acquire or dispose of.
Job Purpose
To source and undertake project management and consultancy work in the provision of risk and insurance due diligence services for the Willis Towers Watson M&A; Practice clients.
Based in Milan.
KEY TASKS
CLIENT - Relationship Management
- Seek, develop and maintain strong relationships with external client contacts and other parts of Willis Towers Watson
- Seek opportunities for new business from external and internal client referrals
- Manage communications between the client and the Willis Towers Watson M&A; Practice
- Understand the client's business and project issues, needs and expectations
- Seek to build trusted adviser relationships to generate repeat revenue opportunities across our M&A; value proposition.
CLIENT - Project Management and Consultancy
The individual will be required to:
- Undertake risk and insurance consulting and due diligence services to clients - including fee and scope evaluation, to execution and delivery of due diligence reporting through to coordinating WTW appointment and placement services.
- Manage projects effectively, to include leveraging broader WTW country and sector specialists to the benefit of the client.
- Access information from a variety of sources to allow collection / co-ordination of data at the outset of a project.
- Provide quality advice to clients
- Identification and collation of data for inclusion into reports
- Responsible for reviewing key contractual documents and peer diligence reports
- Take ownership of projects, co-ordinating and where appropriate sourcing the core project teams
- Provide proactive and enthusiastic service levels expected from client project teams
- Act as a referral point for the resolution of client queries internally and externally
- Delivery of assessment by means of a formal report, supplemented by calls and / or presentations as required.
PROCESS - Procedures/Compliance
- Take responsibility and ownership of the projects for quality and accuracy
- To meet the Willis Towers Watson M&A; compliance and administration protocols and requirements including file keeping, accurate reporting of management information, conflict management and confidentiality issues
- Compliance with authorisation signoffs and protocols
- Working within FCA as required and Willis Towers Watson specific procedures and guidelines
- Maintain time recording individually and ensuring this is done for projects where acting in lead role.