Willis Towers Watson Client Services Specialist in Scottsdale, Arizona
Client Services Specialist
Date Posted: November 8, 2018
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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!
This mid-level position is a client facing role where the incumbent will refine and apply their foundational skills in Commercial Property and Casualty Insurance. The CSS will have the ability to perform all servicing in New Business and Renewal processes and supporting the re-market process. In addition, they will be responsible for day to day service activities including client inquiries and requests, endorsement processing and other client deliverables as necessary.
Maintain knowledge of market trends and changes
Collaborate and communicate with other service teams (e.g. NAC, Certificate Center, Surplus Lines, etc.) to smoothly and effectively complete joint work/process steps
Gather relevant information in support of prospecting activities
Review and analyze current and expiring exposures and identify changes
Request and gather updated exposures and underwriting information
Schedule and document internal strategy meetings
Facilitate external strategy meetings and document results
Obtain Order to Bind from client and deliver confirmation
Perform file review and complete required forms
Provide guidance to client on completion of updated application
Maintain account management information in appropriate systems
Coordinate billing allocations based on client/carrier instructions
Resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies and collections
Develop and deliver Client Service Handbook with instructions for claims and certificates
Obtain audit revisions/dispute audit with carrier as applicable
Work with Carrier on change requests and endorsements, and when verified, deliver to client
3-5 years of insurance experience in a role that is client-facing or external stakeholder-facing is required
2-20 Property & Causality License required.
Property & Casualty insurance knowledge/experience strongly preferred
Customer service focus
Excellent verbal and written communication skills to include phone conversation and email communication
Demonstrated analytical ability, strong decision making skills, and conflict resolution
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Attention to detail and process orientation
Technology acumen to adapt to multitude of technology based systems
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Time management and organization skills
Advanced knowledge of computer software packages including MS Word and MS Excel
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status.
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.
Willis Towers Watson is an equal opportunity employer
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
Equal Employment Opportunity: Know your rights at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .
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.
Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork
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Location:Scottsdale, AZ, US
Date Posted:November 8, 2018