B2C Operations Leader – Consulting*
B2C Operations Leader – Consulting*
JOB SNAPSHOT
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
CONTACTNON SOLLICITÉ
Tous les profils de candidats / candidatures non sollicités soumis via notre site Web ou des comptes de messagerie personnels d’employés de Willis Towers Watson sont considérés comme la propriété de Willis Towers Watson et ne sont pas soumis au paiement de frais d’agence. Afin de devenir une agence de recrutement / un cabinet de recherche autorisé pour Willis Towers Watson, toute agence de ce type doit disposer d’un contrat écrit en bonne et due forme, signé par un recruteur autorisé Willis Towers Watson et entretenir une relation de travail active avec l’organisation. Les curriculum vitae doivent être soumis conformément à notre processus de candidature, qui implique de participer activement à la recherche. De même, pour nos agences de recrutement / cabinets de recrutement autorisés, si le processus de candidature n’est pas suivi, aucun frais d’agence ne sera payé par Willis Towers Watson. Si vous souhaitez que vos coordonnées soient sauvegardées en vue d’un examen ultérieur, veuillez nous envoyer un courriel à l’adresse Agency.inquiries@willistowerswatson.com.
NOS BUREAUX
Nos collègues sont présents dans plus de 140 pays : de Mumbai à Londres, en passant par Manille et New York, du Moyen-Orient à l’Amérique latine. Grâce à notre présence internationale, tout ce que nous accomplissons prend une dimension mondiale et crée des occasions de collaboration et de croissance pour vous. Parcourez la carte ci-dessous pour voir jusqu’où votre carrière pourrait vous mener.
Nos collaborateurs
Burn Domingo
Benjamin Tessier
Karan Patel
Nick Alexander
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Marvi Napoles
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Charlie (Charlotte) Garrod
Pei Wang
États-Unis). Stages
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Suzanne Vaughan
Nuno Arruda
Kingsley Wang
Laura Punzón
Paul Dowding
Massimiliano Abri
Burn Domingo
Benjamin Tessier
Karan Patel
Nick Alexander
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Elise Hunt
Marvi Napoles
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Charlie (Charlotte) Garrod
Pei Wang
États-Unis). Stages
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Suzanne Vaughan
Nuno Arruda
Kingsley Wang
Laura Punzón
Paul Dowding
ÉVÉNEMENTS
Aucun événement prévu pour l’instant.
Chez WTW, nous croyons en l’égalité des chances d’accès à l’emploi, et nous nous engageons à mettre en place une main-d’œuvre diversifiée et à créer un environnement de travail inclusif où chacun est respecté, mis en valeur et apprécié. Nous ne tolérons aucune forme de discrimination et ne cautionnons aucune action ou initiative qui puisse porter atteinte aux droits de la personne.