Data Intake Associate responsible for high accuracy in processing claim data at Sun Life. Collaborating to meet performance standards in claims services team.
About the role
- Associate Broker in Minneapolis Construction team supporting client risks for insurance solutions. Engaging in broking activities and collaborating with senior team members for optimal solutions.
Responsibilities
- Gather information and analytics to assess and evaluate client risks to support the placement of client risks into the market.
- Create Loss Summaries, review binders and check policies for accuracy and assist senior brokers with servicing activities.
- Support binder reviews, invoicing, and surplus lines documentation to ensure accuracy and compliance with regulatory requirements.
- With guidance from more experienced brokers, prepare draft submission documents and finalize materials for delivery.
- Review quotes against specifications and develop side-by-side comparisons with support from senior team members.
- Assist in preparing proposals and client-facing materials.
- Support the development of client and prospect presentations to secure new business and strengthen existing relationships.
- Assist with deliverables for Client Renewal Strategy Meetings and Requests for Proposal (RFPs).
- Research market solutions to help identify and develop optimal risk strategies for clients.
- Facilitate initial introductions to carriers and trading partners.
- Build foundational knowledge of core insurance principles and brokerage concepts.
- Ensure adherence to quality standards, compliance procedures, and internal processes.
- Accurately record and maintain data in appropriate systems, including utilization of the Broking Platform.
- Obtain the required insurance license within ninety (90) days of hire (as recorded in Company business records).
- Obtain and maintain an active surplus lines license for your resident state within 120 days: (a) your date of hire, if you already hold a resident state insurance license at that time; or (b) obtaining your resident state insurance license, if you do not hold one at the time of hire.
Requirements
- Completed a prior WTW internship
- Bachelor’s degree with a minimum of 3.0 GPA
- Preferred Majors: Risk Management, Business, Finance, Economics, Accounting, Liberal Arts, Geology (BS), Environmental Geology (BS), Sociology
- Proficient in Microsoft Office Suite
- Intermediate Excel skills
- Demonstration of strong time and task management skills
- Ability to take direction, receive constructive feedback and deliver accurate work product
- Relationship management and customer focus; ability to interface with customers and collaborate internally with teammates to serve customers
- Excellent written and verbal communication skills
- Excellent presentation skills, analytically driven and detail oriented
- Exceptional interpersonal skills
- Proficient in time management
Benefits
- 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)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)
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