Willis Towers Watson

Assistant Client Manager

Posted on May 5 Scottsdale, AZ 289 views

Assistant Client Services Specialists are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. If you’re looking to work with a great team of exceptional Property & Casualty professionals while building your knowledge, skills and technical and professional experience with a stable, respected and dominant player in the world of global risk management and consulting, apply for this role today!

The Role



Assistant Client Services Specialists are responsible for assisting day-to-day servicing relationship with client decision-makers. Specific duties include but are not limited to:


  • Entering, managing, and analyzing data in various systems and tools such as EPIC, Service Hub, and Surplus Lines forms/templates

  • Ability to compile data and information from various sources such as insurance policies, proposals, and insurance binders

  • Understand and process billings according to requirements and instructions from the local office.

  • Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc.) to smoothly and efficiently complete joint work/process steps/etc.

  • Maintain performance to client service standards and/or metrics



The Requirements




  • 0-3 years of prior Commercial Property & Casualty (P&C) insurance knowledge.

  • Associates or higher degree desired

  • Experience with Insurance Billing and/or Certificate of Insurance processing is preferred

  • Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required

  • Experience with financial terminology/concepts or demonstrated financial acumen is desired

  • Intermediate level Microsoft Office skills to include email, Word, PowerPoint and Excel

  • Word capabilities to included use of templates, tables, creation/formatting of headers/footers, and various formatting tools

  • Excel skill capabilities to include: data entry, formatting and formulas

  • Exposure to Excel Pivot table creation/manipulation a plus

  • Superior interpersonal skills for working with colleagues, clients and brokers

  • Strong verbal and written communication skills, to include both phone conversation and email writing

  • Attention to detail and process orientation

  • Time Management and Organizational Skills

  • Ability to work independently

  • Customer service focus

  • Must be able to obtain and maintain an active insurance license in good standing in your resident state

  • Problem solving abilities, including critical thinking, research, quantitative skills, creativity

  • Able and willing to work a flexible work schedule as agreed



Equal Opportunity Employer/Vet/Disability

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