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WTW · 1 month ago

Team Lead - Client Onboarding

Willis Tower, Chicago, IL, 60606, US

Full-time

Onsite

Senior Level

WTW is a company focused on delivering exceptional client experiences, and they are seeking a Client Onboarding Team Leader to manage the onboarding process for new clients. The role involves overseeing a team of Onboarding Specialists, ensuring accurate client data capture, and collaborating with various teams to enhance operational efficiency.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Responsibilities

Tracking new business accounts and assigning Onboarding Specialists

Team members will work across verticals as needed, align with IVD specialization as skillsets develop

Managing a team of 5-7 Onboarding Specialists

Working closely with other Team leaders and the Director of Operations to ensure work is moving appropriately

Work and build relationships with specific Verticals as assigned

Ensure client data, such as contact information, exposures, losses, and certificate holders/guidelines, is captured accurately in the correct format and systems

In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens

Train and assist clients with key technology platforms such as RIC and Proofs Direct

Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the Onboarding process, specifically

Participate in the RFP process as needed

Collaborate with GSD colleagues throughout the onboarding process

Use feedback and best practices to improve the onboarding process

Serve as a process expert, problem solver, and escalation contact for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client On-Boarding