Business Support Senior Specialist - Client Operations - General

A member of the Carrier Agreement/Appointment team responsible for tracking, managing and completing WNA Carrier Contracts as well as Appointments for licensed individuals and business entities. Carrier Agreement/Appointment Administrators are liaisons between WNA Retail offices, Carriers, and Contract Review for all carrier agreements and appointments. Duties include processing of initial Carrier Agreements, initial and renewal Carrier Appointments, providing required paperwork, follow up with offices and carriers on current status of paperwork and management of the execution process. Responsible for maintenance of databases and retention of documentation.

This team member should have some legal experience as he or she will also review non-disclosure agreements.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:

• Review non-disclosure agreements using WTW guidelines
• Processes Carrier Contracts/Agreements received from WNA offices to Contract Review for Approval
• Completes Business Entity and Individual Producer Initial Carrier Appointment requests 
• Processes Carrier Appointments requested from WNA offices, Licensing Administrators, and Carrier partners
• Completes Business Entity and Individual Producer Initial Carrier Appointment requests 
• Completes Renewal Carrier Appointment requests
• Processes Carriers’ requests for information, updates, and confirmations concerning licensees
• Manages requests for additional supporting documents such as license copies, W9, and EFTs
• Performs follow up with WNA offices, carriers, and contract review on status of requests & paperwork
• Maintains databases and systems
• Must work together well in a team environment 
• Must be able to meet deadlines and priorities
• Must be able to interact with different levels of individuals, both internal and external
• Follow Standard Operating Procedures
• Participate in special projects as needed

The Requirements

• Must work together well in a team environment 
• Must be able to meet deadlines and priorities
• Must be able to interact with different levels of individuals, both internal and external
• Follow Standard Operating Procedures
• Participate in special projects as needed
• Preferably with paralegal experience but not required

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).

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). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

EOE, including disability/vets