M&A Due Diligence - Associate Project Manager

at  WTW

THE REQUIREMENTS

• Minimum 2+ years’ experience in insurance due diligence, client management, insurance broking, underwriting or related field
• Bachelor’s Degree
• Valid insurance brokers license or commit to obtain within the first six months of employment
• Strong communication skills (verbal and written), along with proficiency in numerical analysis, presentation, and organization.
• Exceptional interpersonal skills, including the ability to build and maintain long-term relationships.
• Self-motivated with the ability to work within a fast-paced, dynamic environment where superior time-management, organization, and prioritization skills are essential
• Strong attention to detail and be ability to synthesize and organize data
• Excellent organizational, analytical and problem-solving skills.
• Professional designations such as CPCU, ARM, or equivalent is a plus
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
  Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

• Assisting the lead Project Manager in the Property & Casualty due diligence process, from the initial engagement through the transaction close and transition to a WTW service team
• Accessing the due diligence data site, downloading, organizing and summarizing relevant data for review and transmitted to team members and internal industry resources
• Updating due diligence request lists by categorizing received information and tracking open items
• Aiding in data analysis and creating summary documents related to exposure to risk, total cost of risk, insurance funding mechanisms in place, and its impact to a financial buyer
• Maintaining continuous communication with lead Project Manager ensuring expectations of external and internal customers are met
• Supporting several lead Project Managers and several due diligence assignments simultaneously
• Assisting the lead Project Manager in ensuing that client engagement, contract formation, and service delivery processes fully comply with WTW policies across all territorial, legal, and regulatory domains.