CRB NA Client Specialist

2 weeks ago

Manila, National Capital Region, Philippines Willis Towers Watson Full time ₱1,200,000 - ₱2,400,000 per year

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.

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 Team Manager

    2 weeks ago

    Manila, National Capital Region, Philippines Willis Towers Watson Full time ₱1,500,000 - ₱2,500,000 per year

    Principal 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...

  • NAS Vantage Payroll Service Support Specialist

    3 days ago

    Manila, National Capital Region, Philippines ADP Full time $80,000 - $120,000 per year

    As a NAS HCM Service Support Specialist, you will be responsible for providing expert guidance and support in all aspects of payroll processing within HCM service framework. You will collaborate closely with cross-functional teams to ensure accurate and compliant payroll operations, while contributing to the continuous improvement and optimization of payroll...

  • NAS Project Services Implementation Consultant I

    2 weeks ago

    Manila, National Capital Region, Philippines ADP Full time ₱1,200,000 - ₱3,600,000 per year

    The Project Services Implementation Consultant is expected to independently manage concurrent projects and overall workload in accordance with ADPs Service Excellence standard, as well as in alignment to NAS Project Services best practices. Success and performance indicators are assessed through the following systems: Client satisfaction measured by survey....

  • Client Support Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines MicroSourcing Full time ₱250,000 - ₱500,000 per year

    Discover your 100% YOU with MicroSourcingPosition:Client Service SpecialistLocation:Ortigas, PasigWork setup & shift:Onsite | Day shiftWhy join MicroSourcing?You'll have:Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance...

  • Company Driver

    2 weeks ago

    Manila, National Capital Region, Philippines Vertigrow Systems Inc. Full time ₱80,000 - ₱120,000 per year

    Vertigrow Systems Inc.Position: Company Driver (Restriction Codes 1, 2, 3)Location: Malabon City (delivery, travel sa project sites, clients etc.)Job Summary:Ang Company Driver ay responsible sa ligtas at maayos na pagmamaneho ng mga sasakyan na sakop ng Driver's License Restriction Codes 1, 2, at 3 — kabilang ang motorsiklo, light vehicles, at medium...

  • US Tax Client Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines PERMITTED LLC Full time ₱102,725 - ₱105,144 per year

    About TaxValetWe're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just...

  • Client Services Specialist

    3 days ago

    Manila, National Capital Region, Philippines Alveo Land Corp. Full time ₱900,000 - ₱1,200,000 per year

    Job DescriptionThe Client Services Specialist position performs day-to-day tasks/activities from pre to-postdelivery/construction of ALVEO projects under the close supervision of the Immediate Superior. He/she is responsible for handling, analyzing and/or resolving any issues or complaints that may emerge throughout the customer's life cycle. This role also...

  • NAS Workforce Mgt TSG Tech Application Analyst I

    2 weeks ago

    Manila, National Capital Region, Philippines ADP Full time ₱900,000 - ₱1,200,000 per year

    The NAS Workforce Management Technical Application Analyst works closely with various groups such as Implementation, Client Services, Project Services, the client and management groups to troubleshoot and resolve escalated issues related to different Time product offerings (either Enterprise eTIME, Vantage Time, WFN Enhanced Time, WFN Essential Time,...

  • NAS RPO Brand Activation Design Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines ADP Full time $104,000 - $130,878 per year

    We are looking for a highly skilled and creativeDesignSpecialistto join our Brand Activations team supporting National Accounts, Recruitment Processing Outsourcing. The ideal candidate is fluent in English, thrives in a fast-paced environment, and is passionate about turning concepts into compelling visuals and experiences. You'll serve as a key creative...

  • Client Experience Specialist

    2 weeks ago

    Manila, National Capital Region, Philippines inDinero Full time ₱900,000 - ₱1,200,000 per year

    Job SummaryThe Client Experience Specialist is responsible for the entire client lifecycle, from post-sale activities like quarterly business reviews and renewals to client health initiatives. Exceptional communication, project management, and customer service skills are essential to deliver consistently positive client experiences as a dedicated client...