Client Services

1 month ago


Mumbai Maharashtra, India WTW Full time

Client Services - Insurance Property and Casualty
- Mumbai, IN

February 15, 2024

**Job Location**: Thane

**Shift**: 7.00 pm
- 4.00 am IST

**The Role**
- Understand and interpret the information presented in a quote and binder
- Quickly and accurately enter data from a binder into a policy invoicing system
- Initiate and Manage Pre-Renewal Process
- Process Billing Requests and Raise Invoices for New Business/Renewals/Endorsements/Audits/Cancellations transactions
- Create Certificates
- Manage Follow Up Process for Certificates and Policy Documents
- Prepare Scheduled Reports
- Manage e-File Creation
- E-filing as required
- Update Task Management Systems/Tracking Spreadsheets as Required
- Check policies, market presentations and client documentation as appropriate.
- Communicate effectively with clients, associates, markets, and others where appropriate to maximize service delivery levels.
- Assist our Accounting and Settlement (A&S) colleagues where required.
- Ensure adherence to Group policies, procedures, and all regulatory requirements.
- Other ad hoc requests as required

**Qualifications**:Graduate from any field

**The Requirements**
- Strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and in a team setting.
- Working knowledge of Microsoft office including Excel, Word, and Outlook.
- Insurance placing knowledge and experience.
- Preferably educated to a degree level or equivalent.
- Proven track record of delivering high levels of client service.
- Ability to represent the practice and Willis Towers Watson with integrity and credibility.
- Experience of working with and adhering to processes and systems to support client service delivery.



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