Team Leader - Renewal Services (Placement Support US shift)

About Placement Support Team: 
Placement Support is a team of 40+ colleagues based in our Mumbai (Vikhroli) office. The team plays a critical role in supporting placement activities for the North America Brokers, primarily focusing on making the broking process more efficient and client-ready.
The team’s core responsibility is to upload quotes on the Broking platform, enabling brokers to generate proposal forms and create comprehensive presentations for clients based on available quotes. This ensures that brokers have accurate and structured data to present competitive options to clients.
In addition to quote uploads, the team also performs data validation and compliance checks, ensuring accuracy and adherence to regulatory standards. These activities support both pre-placement and placement stages, contributing to a seamless and compliant placement process.
 

Principal Duties/Responsibilities

Process & Stakeholder Management

• Deliver/ Manage KPI's and metrics in line with the prescribed targets

• Prioritize and organize work according to business priorities

• Develop an in-depth understanding of the technical aspects of the process

• Driving process improvements within team for improved efficiency, client experience or better risk controls

• Periodic review of process risks and ensuring adequate controls are in place

• Meeting with stakeholders to discuss process related challenges and opportunities

• Work with the stakeholders for effectively resolve escalations

• Leading projects / tasks in coordination with onshore stakeholders

• Work on process related reports with complete accuracy

• Ensure that SOPs’ and Checklist are up to date

People Management / Development:

• Setting appropriate goals & expectations for the team and conducting regular progress reviews

• Work closely with individuals and groom them to their full potential

• Assessing and developing competency levels to make sure team members have the expertise needed to add value to the business

• Proactively identify performance issues and create action plans to coach and improve performance

• Conduct 1-1 and team meetings in line with Operational Engagement Framework

• Managing attrition and absenteeism in the team

Resource Planning

• Forecasting and planning of resource requirements

• Manage resources efficiently through peaks and troughs in the business cycle

• Ensure contingency planning is in place for critical resources

Risk Assessment & Review

• Ensure delivery of standardized policies, procedures and service standards are understood and followed by the business so that all aspects of risk management, information security, legislation and regulation are managed effectively

• RACA needs to be reviewed every quarter and any new and emerging risk needs to be called out

MI Reviews

• Lead MI reviews for the business unit and manage related tasks ensuring delivery

Knowledge:

• Delivering excellent levels of Client Service 

• Coordinating with diverse logistical functions such as operations, IT, compliance, risk, business improvement

• Good excel knowledge is necessary

Qualifications: 

• Graduate

Skills:

• Good verbal and written communication skills

   

• Energetic, enthusiastic individuals

• Logical thinking skillset is a must

• Ability to learn new processes and systems, also should have the ability to adapt to changes

• Ability to prioritize and organize tasks, work within stiff timelines

• Ability to work independently and as part of a team

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.