Description
The Client Service and Delivery analyst client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The analyst is responsible for supporting our operations team and FINEX finance function with day to day deliverables in each of these areas. This role works in conjunction with our placement teams within FINEX, as well as with NA operations and finance.
The Analyst is expected to have a strong understanding of financial lines billing, service, operations and compliance needs.
As a Client Service Analyst you are expected to have:
Basic invoicing skills and familiarity with Willis accounting/reporting system experience
Basic account management skills and demonstrated experience
Ability to adapt to change
Solid organization skills
Note : Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Coordination with internal and external contacts to resolve accounting discrepancies
Work with placement teams on financial reporting, pipelining and forecasting
Coordinate new business forecasting/pipelining with sales ops teams
Contribute to defining documentation that is accurate and WEM compliant and managing template requirements
Work with Client Advocates and Placement Specialists to ensure that Client needs are being met and that any technical issues are actioned / resolved promptly
Supports the fee/compensation agreement and overall client invoicing processes
Assist with the resolution of complex billing/invoicing queries
Ensures all policy requirements (legal, regulatory & compliance) are met
Client-level coordination & management of all service delivery (GSD)
Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
Liaise with all relevant internal operational executives and groups who provide support on and accountability for operational efficiency, accuracy and excellence
Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing
Developing and maintaining operational excellence through the proactive use and management of reporting metrics
Support the overall operational governance and decision making process for FINEX NA
Deliver complete and accurate system data in order to benefit from accurate client data and revenue analysis
Actively seek to improve margins through promoting and achieving operational quality and efficiency
Ensure the applicable Practices comply with the Group's revenue recognition policies
Qualifications
The Requirements
Targeted at least 4-6 years of commercial Property & Casualty insurance knowledge/experience in a client spport role, or demonstrated capabilities to complete role responsibilities
Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models
Business Acumen; knowledge of strategy, tactics, and solutions for resolving operations related challenges
Knowledge of commercial insurance renewal end-to-end process, steps and owners
Excellent verbal and written communication skills;, ability to drive complex/technical conversations
Daily management of work assignments, mentoring, and collaboration with team members
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
Proficient Microsoft Office and Excel skills and familiarity with other relevant online tools
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $85,000-$100,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all @types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
