CRB NA Client Specialist

1 day ago

Taguig, National Capital Region, Philippines WTW Full time $104,000 - $130,878 per year

  • Taguig, Metro Manila, Philippines

Bevorzugt

Description

The Role

  • Support Client Management and Client Advocacy colleagues with the preparation and management of tasks and deliverables required as part of the renewal process.
  • Collaborate with functional teams to initiate and finalize client deliverables. Follow up and handle questions and requests for information from functional teams. E.g., Loss Runs, Policy Checking, Certificates, Accounting and Settlement.
  • Support the billing and invoicing process by ensuring that all necessary documents and key data elements are included and accurate
  • Support onboarding of new clients
  • Create and manage Client Exposure details
  • Support the renewal process with document preparation/management, data analysis/management and delivery as part of a packet to Advocacy/Service team in preparation for client renewals
  • Schedule, attend and take minutes of Internal Strategy meetings
  • Data entry required to load and update client details for submission, proposal, binding and billing.
  • Participate in the draft proposal creation process alongside the Client Team and support the implementation of new client in-take
  • Collaborate with the Client Team to support the activities required to file taxes in a timely manner to avoid fines and penalties due to late fees
  • Support the Client team in process of binding coverage with carriers by drafting of binding confirmation documents and following up with carriers for receipt of binders
  • Support in preparation of the 'Summary of Insurance' to facilitate Clients understanding of their coverage
  • Arrange and facilitate internal strategy meetings to discuss insurance upcoming renewals for a specific period. Support Client Managers and Account Executives in the coordination process
  • Monitor renewal activities and assist in the preparation, review and update of documents and data required for the renewal process
  • Support the Client Service and Advocacy teams with reporting needs
  • Support the Client Service and Advocacy teams in the skillful management of ad hoc and mid term requests to support such activities and endorsements, certificates, loss runs, etc.
Qualifications

The Requirement

  • College/University Graduate
  • Any insurance qualification (Preferred)
  • 2 to 5 years for experience in the Insurance renewal cycle business
  • US insurance experience (Preferred)
  • Understanding of the end-to-end insurance renewal cycle and its stages
  • Thorough knowledge and understanding of various insurance documents
  • An understanding of catastrophe modelling will be useful
  • Communication – Fluent in written and spoken English with a high level of competency in comprehension, ensuring the accuracy and quality of the information conveyed
  • Problem-Solving – Comprehend complex information and follow standard operating procedures to provide appropriate solutions to customer inquiries
  • Adapts to Change – Flexible and adaptable to handle changing demands and situations effectively and efficiently
  • Task Prioritization – Attention to day-to-day operations, ensuring that all tasks and responsibilities are covered efficiently and effectively with excellent prioritization and multi-tasking skills
  • Attention to Detail – Close attention to details to ensure the accuracy and quality of the information provided to Clients
  • Other skills
  • MS Office i.e., MS Teams, Excel, Powerpoint, etc.
  • Influencing Stakeholders
  • Interpersonal Skills
  • Working in Teams
  • Driving Excellence

WTW is an equal opportunity employer.

  • CRB NA Client Specialist

    22 hours ago

    Taguig, National Capital Region, Philippines myGwork - LGBTQ+ Business Community Full time

    CRB NA Client Specialist (Work Onsite) at WTW (on behalf of myGwork – LGBTQ+ Business Community). This role is described as an onsite client specialist position within the insurance renewal cycle.OverviewThis role supports Client Management and Client Advocacy teams with tasks and deliverables required as part of the renewal process. It involves...

  • Associate Director

    1 day ago

    Taguig, National Capital Region, Philippines Via Benefits by WTW Full time $90,000 - $120,000 per year

    Associate Director - CRB NA Certificate CenterJoin to apply for the Associate Director - CRB NA Certificate Center role at Via Benefits by WTWAssociate Director - CRB NA Certificate Center2 weeks ago Be among the first 25 applicants Join to apply for the Associate Director - CRB NA Certificate Center role at Via Benefits by WTW Mumbai, Maharashtra,...

  • CRB NA Client Specialist Team Manager

    1 day ago

    Taguig, National Capital Region, Philippines WTW Full time ₱800,000 - ₱1,200,000 per year

    DescriptionPrincipal Duties/ResponsibilitiesProcess & Stakeholder Management Deliver/ Manage KPI's and metrics in line with the prescribed targets Prioritize and organize work according to business priorities. Develop an in depth understanding of the technical aspects of the process. Driving process improvements within team for improved...

  • Client Support Specialist

    1 day ago

    Taguig, National Capital Region, Philippines AIMS IMMIGRATION AND RELOCATION SPECIALIST (MANILA) Full time ₱800,000 - ₱1,200,000 per year

    Role Overview:· Assisting clients with their Australia visa applications· Communicating and consulting clients on their eligibility for Australia visa programs· Working with clients to obtain relevant documentation and information to fulfill the requirements of the visa programs· Monitoring and communicating the progress of clients' application status...

  • Client Support Specialist

    12 hours ago

    Taguig, National Capital Region, Philippines Megaworld Corporation Full time $104,000 - $130,878 per year

    We're always on the lookout for great talent who can make an impact in our company.Take a MEGA leap in your career.Join our growing company as a Client Support Specialist (Shared Services)Qualifications:A graduate of any 4-year courseWith at least 6 months of work experience in the BPO industry handling after sales concerns. Fresh graduates are also...

  • Senior Client Support Specialist

    3 days ago

    Taguig, National Capital Region, Philippines beBeeCustomer Full time ₱800,000 - ₱1,200,000

    Job Title: Senior Client Support SpecialistJob Description:The AdminPlus Team is responsible for ensuring the accuracy and maintenance of all employee eligibility information. As an AdminPlus Member Specialist, you will have the opportunity to join a dynamic team supporting Plan Sponsors and Members while interacting with AdminPlus Consultants and internal...

  • Client Relationship Specialist

    4 days ago

    Taguig, National Capital Region, Philippines beBeeAccount Full time ₱800,000 - ₱1,200,000

    About the RoleManage key client accounts by implementing effective brand strategies and marketing initiatives.This is a dynamic role for an experienced Account Manager to oversee client accounts from day-to-day, monthly, quarterly, and yearly operations.Key responsibilities include assisting clients in increasing market share and sales for their products or...

  • Data Engineer

    4 days ago

    Taguig, National Capital Region, Philippines NA+1 Full time

    Onwards to an age of Digital Innovation | Talent Specialist - DigitalWe are seeking a Data Engineer who thrives on transforming complex data into actionable insights. In this role, you will work with global transaction and customer/shopper data to uncover trends, support strategic decisions, and drive business impact across marketing...

  • Windows Client Security Specialist

    6 days ago

    Taguig, National Capital Region, Philippines beBeeSecurity Full time ₱60,000 - ₱120,000

    Job Title: Enterprise Windows Client Security AdministratorWe are seeking a skilled and proactive Windows Client Security Specialist to manage and secure enterprise workstations across a large, distributed environment. This role involves remote support, patch deployment, and advanced troubleshooting, with a strong focus on endpoint security and system...

  • Specialist, Client Solutions

    1 day ago

    Taguig, National Capital Region, Philippines FactSet Full time $80,000 - $120,000 per year

    FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers / management firms and other financial professionals to analyze companies, portfolios, markets & economies. FactSet was formed in 1978 and operates out...