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KURZBESCHREIBUNG STELLE
Tampa, US
We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
The Associate Incoming Specialist assists in the day-to-day service of large multinational commercial clients in a small team environment.
Essential Duties and Responsibilities:
- Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies.
- Collaborate with the internal team to document internal and external strategy meetings.
- Draft exposure and underwriting information, deliver to client, and gather updates from the client.
- Coordinate and support all day-to-day client service and consultation.
- Develop complete and accurate submissions for Placement.
- Collaborate with Placement specialists throughout the placement process and communicate and gather information to/from the client.
- Design and build full client proposal, including the coverage comparison provided by Placement.
- Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Assist with follow-ups to client for subjectivities.
- Collaborate with the internal team to request and process endorsements and audits.
- Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable.
- Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees.
- Maintain account management information in appropriate systems.
- Assist with unlicensed placement due diligence process. Complete documentation associated with filings.
- Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations.
- Secure Premium Financing quotes and deliver to client.
- Assist with billing adjustments as requested by Associates.
- Complete review checklists and deliver the final policy check letter to client if no discrepancies found.
- Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found.
- Complete the Certificate template as needed to allow the Certs Team to issue certificates.
- Attend client meetings as required.
The Requirements:
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status
- Minimum 2-5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses effective verbal and written communication skills.
- Technological acumen to adapt to multitude of technology-based systems, including agency management software, Adobe PDF applications, Microsoft Office Suite, and proprietary applications.
- Possesses excellent interpersonal skills.
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment.
- Strong Decision making capabilities.
- Must be results-oriented.
- Ability to provide superior customer service to the client and the insured.
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines.
- Independently carry out specific assignments and tasks
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
The base salary compensation range being offered for this role is $50,000 – $65,000 USD per year. This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
• 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), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
EOE, including disability/vets
INITIATIVBEWERBUNGEN
Jegliche Initiativbewerbungen/Kandidatenprofile, die über unsere Website oder persönliche E-Mail-Konten von Mitarbeitern bei Willis Towers Watson eingehen, werden als Eigentum von Willis Towers Watson betrachtet und sind von der Zahlung von Vermittlungsgebühren ausgenommen. Eine Agentur, die für Willis Towers Watson als autorisierter Personalvermittler/Headhunter tätig werden möchte, muss eine offizielle schriftliche, durch einen Personalreferenten von Willis Towers Watson unterschriebene Vereinbarung und eine aktive Arbeitsbeziehung mit dem Unternehmen haben. Bewerbungen müssen gemäß unserem Bewerbungsverfahren für Kandidaten eingereicht werden und setzt eine aktive Beteiligung an der jeweiligen Personalsuche voraus. Ebenso gilt für unsere autorisierten Personalvermittler/Headhunter, dass bei Nichtbefolgen des Bewerbungsverfahren für Kandidaten keine Vermittlungsgebühren von Willis Towers Watson entrichtet werden. Willis Towers Watson ist ein Arbeitgeber, der sich für die Chancengleichheit engagiert. Wenn wir Ihre Kontaktdaten für zukünftige Zwecke speichern sollen, senden Sie bitte eine E-Mail an: Agency.inquiries@willistowerswatson.com.
UNSERE Standorte
Unsere Kollegen betreuen Kunden in mehr als 140 Ländern und Märkten auf der ganzen Welt. Aufgrund der globalen Dimension unserer Tätigkeiten eröffnen sich Ihnen unzählige spannende Kooperations- und Wachstumsmöglichkeiten. Auf der unten stehenden Karte können Sie nachsehen, wohin Sie Ihre Karriere führen könnte.
LERNEN SIE UNSER TEAM KENNEN
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
Charlie (Charlotte) Garrod
Karen McDonagh Reynolds
Nick Alexander
Jaime Sánchez Gómez-Landero
Paul Dowding
Ravi Khambhati
Emily Reading
Melanie Harding
Trey Franklin
Nuno Arruda
Suzanne Vaughan
Pei Wang
Basil Al Hatoum
HeeJung Kim
Charlotte Olson
Anshul Garg
Jasmin Bedi
Jessica Melville
Kanika Mehta
Mae Heloise Lisaca
VERANSTALTUNGEN
There are no upcoming events at this time.
Bei WTW setzen wir auf Chancengleichheit und sind bestrebt, eine vielfältige Belegschaft zu fördern und ein integratives Arbeitsumfeld zu schaffen, in dem jede/r respektiert, geschätzt und geachtet wird. Wir tolerieren keine Form der rechtswidrigen Diskriminierung und unterstützen auch keine Vorgehensweisen oder Initiativen, die gegen jegliche Menschenrechte verstoßen.