Account Handler - Placement Support - Willis Towers Watson
Ipswich
About the Job
Summary of Role
We are looking for a dynamic and proactive individual to join our South African Placement Support Team providing support to Producers and Brokers in servicing our clients.
The Role
+ Compile templates to send to global offices to provide information and check the information received back is accurate
+ Review market security information on carriers, checking compliance and financial positions
+ Create / Update marketing sheets for Broking Team
+ Produce data, statistics, and information packs in support of the placement of a client’s reinsurance programme
+ Liaise with Compliance / Sanctions Team on sanctions checks where touch points exist
+ Effectively communicate with various stakeholders, both internal and external
+ Work closely with Sales Team to ensure effective delivery of client service to clients
+ Support creation of slips / endorsements
+ Checking files to ensure all information is present and accurate
+ Ensure contract records are accurately maintained within transactional broking system
+ Generate and issue evidence of cover, debit notes and closing instructions
+ Review and interrogate reinsurance contracts to facilitate billing within agreed timescales
+ Regular contact with colleagues on technical support/contracts
+ Manage and resolve queries from clients and reinsurers
+ Ensure compliance with Willis policies and CEM throughout the placement process
+ Produce contractual documentation to a high level and within timescales
+ Maintain files in an orderly manner electronically, ensuring these are within CEM guidelines
The Requirements
+ Attention to detail
+ Ability to organise and prioritise workloads with good time management skills
+ Intermediate IT skills (Microsoft Office suite)
+ Experience in supporting client service through process adherence
+ Experience in delivering applicable compliance standards with client service teams
+ Ability to work both independently and as part of a team
+ Excellent communication skills
Equal Opportunity Employer
We are looking for a dynamic and proactive individual to join our South African Placement Support Team providing support to Producers and Brokers in servicing our clients.
The Role
+ Compile templates to send to global offices to provide information and check the information received back is accurate
+ Review market security information on carriers, checking compliance and financial positions
+ Create / Update marketing sheets for Broking Team
+ Produce data, statistics, and information packs in support of the placement of a client’s reinsurance programme
+ Liaise with Compliance / Sanctions Team on sanctions checks where touch points exist
+ Effectively communicate with various stakeholders, both internal and external
+ Work closely with Sales Team to ensure effective delivery of client service to clients
+ Support creation of slips / endorsements
+ Checking files to ensure all information is present and accurate
+ Ensure contract records are accurately maintained within transactional broking system
+ Generate and issue evidence of cover, debit notes and closing instructions
+ Review and interrogate reinsurance contracts to facilitate billing within agreed timescales
+ Regular contact with colleagues on technical support/contracts
+ Manage and resolve queries from clients and reinsurers
+ Ensure compliance with Willis policies and CEM throughout the placement process
+ Produce contractual documentation to a high level and within timescales
+ Maintain files in an orderly manner electronically, ensuring these are within CEM guidelines
The Requirements
+ Attention to detail
+ Ability to organise and prioritise workloads with good time management skills
+ Intermediate IT skills (Microsoft Office suite)
+ Experience in supporting client service through process adherence
+ Experience in delivering applicable compliance standards with client service teams
+ Ability to work both independently and as part of a team
+ Excellent communication skills
Equal Opportunity Employer
Source : Willis Towers Watson