The Role

　　As a member of the NA Client Service Teams, this role supports the processing of pre-renewal, broking, binding, and post-binding activities required for the placement and service of our NA CRB clients and prospects. They work closely with Client Advocacy, Client Service, and Broking on a daily basis to deliver “White Glove Service” to our clients and prospects.

　　Support Client Management and Client Advocacy colleagues with the preparation and management of tasks and deliverables required as part of the renewal process.

　　Collaborate with functional teams to initiate and finalize client deliverables. Follow up and handle questions and requests for information from functional teams. E.g., Loss Runs, Policy Checking, Certificates, Accounting and Settlement.

　　Support the billing and invoicing process by ensuring that all necessary documents and key data elements are included and accurate

　　Support onboarding of new clients

　　Create and manage Client Exposure details

　　Support the renewal process with document preparation/management, data analysis/management, and delivery as part of a packet to the Advocacy/Service team in preparation for client renewals

　　Schedule, attend, and take minutes of Internal Strategy meetings

　　Data entry is required to load and update client details for submission, proposal, binding, and billing

　　Participate in the draft proposal creation process alongside the Client Team and support the implementation of new client in-take

　　Collaborate with the Client Team to support the activities required to file taxes in a timely manner to avoid fines and penalties due to late fees

　　Support the Client team in the process of binding coverage with carriers by drafting binding confirmation documents and following up with carriers for receipt of binders

　　Support in preparation of the ‘Summary of Insurance’ to facilitate Client Understanding of their coverage

　　Arrange and facilitate internal meetings to discuss insurance upcoming renewals for a specific period. Support Client Managers and Account Executives in the coordination process

　　Monitor renewal activities and assist in the preparation, review, and update of documents and data required for the renewal process

　　Support the Client Service and Advocacy teams with reporting needs

　　Support the Client Service and Advocacy teams in the skillful management of ad hoc and mid-term requests to support such activities and endorsements, certificates, loss runs, etc.

　　The Requirements

　　Qualifications:

　　College/University Graduate

　　Any insurance qualification (Preferred)

　　Knowledge and Experience:

　　2 to 5 years of experience in the Insurance renewal cycle business

　　US insurance experience (Preferred)

　　Understanding of the end-to-end insurance renewal cycle and its stages

　　Thorough knowledge and understanding of various insurance documents

　　An understanding of catastrophe modeling can be useful

　　Required Characteristics:

　　Communication – Fluent in written and spoken English with a high level of competency in comprehension, ensuring the accuracy and quality of the information conveyed

　　Problem-Solving – Comprehend complex information and follow standard operating procedures to provide appropriate solutions to customer inquiries

　　Adapts to Change – Flexible and adaptable to handle changing demands and situations effectively and efficiently

　　Task Prioritization – Attention to day-to-day operations, ensuring that all tasks and responsibilities are covered efficiently and effectively with excellent prioritization and multi-tasking skills

　　Attention to Detail – Close attention to details to ensure the accuracy and quality of the information provided to Clients

　　Other skills

　　MS Office i.e., MS Teams, Excel, PowerPoint, etc.

　　Influencing Stakeholders

　　Interpersonal Skills

　　Working in Teams

　　Driving Excellence

　　WTW is an Equal Opportunity Employer