Willis Towers Watson Assistant Client Services Specialist – Tampa in Tampa, Florida

Assistant Client Services Specialist – Tampa

Date Posted: July 12, 2018


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Assistant Client Support 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

The Assistant Client Support Specialist (ACSS) is an entry level position is primarily a support function where the incumbent will gain foundational skills in Property and Casualty Insurance. The ACSS will provide day to day client service to develop exposure workbooks, program design and final proposals for clients and prospects. The candidate for this role will work closely with our Atlanta Office on the firefighters or municipalities insurance program. Primary Duties and Responsibilities include, but are not limited to:

  • Answering customer phone call inquiries regarding special program/coverages.

  • Entering, manipulating and maintaining data in applicable systems such as Epic, and various Microsoft Office products.

  • Using data, appropriate templates, and analytical capability to develop custom documents, lists, and workbooks in support of various stages of pre-placement activities.

  • Maintaining knowledge of market trends and changes.

  • Identifying, engaging and coordinating expert resources across various Client Service Teams and Centers to smoothly and efficiently complete joint work/process steps.

  • Tracking scope of services.

  • Preparing summaries of current programs, expiring exposures and loss histories.

  • Obtaining loss runs as needed for marketing

  • Obtaining experience modifications.

  • Checking market security/FATCA and address exceptions, and obtaining approval as applicable

  • Preparing draft submission documents

  • Coordinating information from all resources and preparing program proposals

  • Researching client/carrier accounting issues

  • Requesting and ensuring timely delivery of invoices

  • Ensuring timely and accurate issuance and delivery of certificates of insurance and auto ID cards

  • Reviewing and delivering audits and coordinating mid-term accounting adjustments as needed

The Requirements

  • Strong attention to detail.

  • Excellent verbal and written communication skills.

  • Ability to work independently and in a team setting.

  • Strong customer service, presentation and organizational skills.

  • Working knowledge of Microsoft office including Excel, Word, and Outlook.

  • 0-2+ years insurance industry experience related to servicing accounts is a plus.

  • Experience working in an insurance brokerage environment a plus.

  • Experience working with Epic a plus.

  • Must be able to obtain a 4-40 Insurance License within the first 60 days of employment

The Company

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.

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. Willicts Towers Watson is an equal opportunity employer.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Tampa, FL, US

  • Date Posted:July 12, 2018