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Insurance Due Diligence Specialist
2 months ago
We are seeking a highly skilled Insurance Due Diligence Consultant to join our team at WTW. As a key member of our M&A Practice, you will be responsible for providing risk and insurance due diligence services to our clients.
Key Responsibilities- Source and undertake project management and consultancy work in the provision of risk and insurance due diligence services for our clients.
- Develop and maintain strong relationships with external client contacts and other parts of WTW.
- Seek opportunities for new business from external and internal client referrals.
- Manage communications between the client and the WTW M&A Practice.
- Understand the client's business and project issues, needs, and expectations.
- Build trusted adviser relationships to generate repeat revenue opportunities across our M&A value proposition.
- Undertake risk and insurance consulting and due diligence services to clients, including fee and scope evaluation, execution, and delivery of due diligence reporting.
- Manage projects effectively, leveraging broader WTW country and sector specialists to the benefit of the client.
- Access information from various sources to collect and coordinate data at the outset of a project.
- Provide quality advice to clients.
- Identify and collate data for inclusion into reports.
- Review key contractual documents and peer diligence reports.
- Take ownership of projects, coordinating and sourcing core project teams as needed.
- 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.
- Deliver assessments through formal reports, supplemented by calls and/or presentations as required.
- Take responsibility and ownership of projects for quality and accuracy.
- Meet WTW M&A compliance and administration protocols and requirements, including file keeping, accurate reporting of management information, conflict management, and confidentiality issues.
- Comply with authorisation sign-offs and protocols.
- Work within FCA requirements and WTW specific procedures and guidelines.
- Maintain time recording individually and ensure this is done for projects where acting in a lead role.
- Insurance due diligence and/or experience in technical reviews of commercial insurance programmes.
- M&A experience preferred but not essential.
- Good communication skills.
- Excellent Project Management skills.
