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2025 Level 4 Actuarial Technician Apprenticeship Insurance Consulting, Life London
Proposal Content Coordinator
JOB SNAPSHOT
Corporate Risk and Broking – Client Specialist (Work Onsite)
Taguig, PH
The Role
- 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 Advocacy/Service team in preparation for client renewals
- Schedule, attend and take minutes of Internal Strategy meetings
- Data entry 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 process of binding coverage with carriers by drafting of binding confirmation documents and following up with carriers for receipt of binders
- Support in preparation of the ‘Summary of Insurance’ to facilitate Clients understanding of their coverage
- Arrange and facilitate internal strategy 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 Requirement
- College/University Graduate
- Any insurance qualification (Preferred)
- 2 to 5 years for 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 modelling will be useful
- 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.
UNSOLICITEDCONTACT
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
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Meet our people
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
EVENTS
Fall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pmFall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pmThere are no upcoming events at this time.
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