Description

Key Responsibilities

Operational & Administrative Support

Provide daily operational and administrative support to brokers in the retail team
Prepare and issue Policy and Endorsement Transmittal Letters.
Assist brokers with:
- Countersigning policies and endorsements
- Stamping insurance and endorsement application forms

Billing & Financial Administration

Assist with billing and invoicing activities for the retail team
Reconcile and follow up on Cash on Account items to ensure timely resolution

Documentation & Records Management

Scan, file, and maintain organized records for:
- Insurance policies
- Endorsements
- Premium receipts
Coordinate document storage and off-site archiving, including:
- Preparing policy document inventories
- Arranging collection and storage with external warehouse vendors

Mail & Office Operations

Handle incoming and outgoing registered mail and courier items, ensuring proper recording
Monitor stationery inventory and manage ordering regularly

Team & Project Support

Work closely with team members to support timely completion of operational tasks.
Provide support for Operations Team projects as assigned.
Assist with ad-hoc operational duties when required.

Qualifications

Educational Qualifications

College diploma or Bachelor’s degree and above
Field of study is flexible
Majors in Business Administration, Finance, Insurance, Information Management, or other related disciplines are an advantage but not mandatory
No prior working experience is required; fresh graduates are welcome
Candidates with prior experience in insurance, operations, or administrative support roles will be an advantage
Priority will be given to candidates with hands-on experience using AI, Power Automate, or other automation tools, gained through work experience, internships, or academic projects

Working Experience

Required Skills & Qualifications

Essential

Proficient in Microsoft Word, Excel, and PDF tools
Strong attention to detail with good document and data handling accuracy
Well-organized, responsible, and able to manage routine operational tasks independently
Comfortable handling administrative and billing-related work
Patient, service-oriented, and able to work well with colleagues across different functions
A strong team player who is willing to cooperate and support others to achieve shared team goals
Hands-on experience with Power Automate, AI, or other automation tools, with the ability to support automation solutions aimed at improving brokers’ daily operational processes

Unsolicited Contact

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.

Our Offices

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Operation Assistant