Client Specialist - Insurance (North America)

Description

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 placement and service of our NA CRB clients and prospects. The work closely with Client Advocacy, Client Service and Broking on a daily basis to delivery “White Glove Service” to our clients and prospects.

Role: Client Specialist

Shift timing: 6.30 pm to 3.30 am

Work mode: Hybrid

Process & client service management 

• Client Management: Handle a portfolio of complex clients with specific service needs.
• Client Support: Assist Client Advocacy colleagues in preparing, reviewing, and managing tasks related to North America Risk & Broking – Property and Casualty insurance renewals, including document and data management.
• Collaboration: Work with functional and client management teams to finalize deliverables like Loss Runs, COPE details, Policy Documents delivery, Accounting & Settlement, Summaries of Insurance to ensure clients understand their coverage, Schematics, Certificates, etc
• Meetings: Arrange and facilitate internal / external strategy meetings (with clients) for policy renewals, preparing minutes and supporting coordination between Advocacy and Broking teams.
• Proposal Process: Participate in drafting proposals, ensuring data accuracy for client submissions, and following up with carriers on binding confirmations.
• Tax Filing: Collaborate with the service teams and client teams to ensure timely tax filings, avoiding penalties for late or incorrect submissions.
• Quality Assurance: Aid in quality control and continuous improvement, publishing quality metrics, and ensuring compliance with regulations and internal standards.
• Escalation Management: Manage escalations effectively by collaborating with stakeholders and leading root cause analysis to prevent future issues.
• Relationship Building: Lead calls to foster professional relationships and align service strategies with client objectives.
• People Development:
• Training & Mentorship: Train and mentor new and existing team members, evaluate training programs, and facilitate internal learning solutions.
• Certification Support: Facilitate training for team members to earn professional insurance certifications like CISR and CRIS.

Qualifications:

• Graduate – Banking, Finance, Insurance related courses (Mandatory)
• Any insurance qualification (Preferred)

Skills:
 

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

• Interpersonal Skills
• Working in Teams
• Dealing with ambiguity 
• Developing Talent 

Knowledge and Experience:

• 6 to 7 years for experience in the Insurance renewal cycle business
• Technical process related training either in groups or on a one-to-one basis 
• US insurance experience (Mandatory)
• Understanding of the end-to-end insurance renewal cycle and its stages
• Thorough knowledge and understanding of various insurance documents
• An understanding of catastrophe modelling will be useful

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.

Graduation