Pre-Renewal Strategy - Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan. Partner with the producer or Client Advocate to facilitate and lead external strategy meetings. Ensure in-session documentation is kept and that meeting outcomes & next steps are finalized at conclusion. Information Gatherings - Ensure updated exposures ... more details
This position will exclusively work for WTW’s REHL’s Chair, ensuring white glove service for her personal book of business. This person will lead, project manage and ensure timely execution on all client service activities including day-today account management and strategic initiatives. This position is driven by proactive, consistent communication and transparency.
Also Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Pre-Renewal Strategy - Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan. Partner with the producer or Client Advocate to facilitate and lead external strategy meetings. Ensure in-session documentation is kept and that meeting outcomes & next steps are finalized at conclusion.
Information Gatherings - Ensure updated exposures and coverage information is completed in a timely fashion. Provide guidance to the Client Specialist on completion of updated information and applications and coordinate responses with various client contacts, location and divisions
Need/Gap Analysis - Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages
Proposal - Design program level proposal content and coordinate inputs of information from broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable
Binding - Ensure that the order to bind is received from the client and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Specialist throughout the binding process, including program subjectivities as applicable. Oversight of final review with client manager as applicable
Invoicing - Develop the allocation methodology and coordinate billing allocations as needed. Monito the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements)
Ongoing Services
- Management and oversight of timely and accurate completion of endorsement and audit requests.
- Responsibility to review finalize and deliver retro adjustments
- Respond to midterm client inquiries (ie: policy and coverage questions in partnership with other service and broking colleagues)
- Provide oversight and guidance and/or complete contract review
- Oversight and guidance on the open items with clients. Provide leadership and support for ongoing client projects and subsequent reporting and analysis (i.e.: Client advocacy/stewardship report and modification factor review)
- Coordinate and facilitate meetings seminars and other engagement-type activities for clients
- Coordinate and lead the onboarding of new clients
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
