JOB DETAILS
Senior Associate FINEX Portugal
CompanyWTW
LocationLisbon
Work ModeOn Site
PostedMarch 1, 2026

About The Company
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
About the Role
We are seeking a FINEX Senior Associate to join our growing team at WTW. This role is ideal for a professional who aligns with our values and is committed to delivering differentiated, high‑quality service to our clients.
The FINEX department supports Corporate clients in designing strategies for risk assessment and risk transfer to the insurance market, with a strong focus on Professional Liability, Directors & Officers (D&O), and Cyber Risk insurance solutions.
As part of our dynamic and ambitious team, you will contribute your technical expertise, commercial insight, and client-focused mindset to help us deliver best-in-class advisory and brokerage services.
Key Responsibilities
- Develop negotiation strategies with clients for renewals and new placements of insurance policies
- Conduct technical reviews of policy wordings
- Maintain ongoing relationships with national and international insurance underwriters
- Prepare risk submission documents for insurers and proposal reports for clients in line with internal quality standards
- Collaborate with WTW teams worldwide, ensuring alignment with global best practices and innovative solutions
- Support clients in the day-to-day management of specialized insurance programs, including providing clarifications and negotiating contractual amendments
- Assist internal teams in promoting FINEX solutions through presentations, meetings, and knowledge sharing
Key Skills
Risk AssessmentInsuranceNegotiationClient ManagementTechnical ReviewPolicy WordingsRelationship ManagementProposal PreparationCollaborationAdvisory ServicesBrokerage ServicesContract NegotiationKnowledge SharingCommercial InsightClient FocusProfessional Liability
Categories
Finance & AccountingConsultingManagement & LeadershipCustomer Service & Support
Job Information
📋Core Responsibilities
The Senior Associate will develop negotiation strategies for insurance policy renewals and new placements, conduct technical reviews of policy wordings, and maintain relationships with insurance underwriters. Additionally, they will prepare risk submission documents and collaborate with global teams to ensure best practices.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
57252
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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