WTW · 4 weeks ago
Client Onboarding Specialist
Willis Tower, Chicago, IL, 60606, US
Full-time
Onsite
New Grad, Entry LevelWTW is a company focused on delivering exceptional client experiences through a dedicated onboarding team. The Client Onboarding Specialist will manage client data, streamline the onboarding process, and collaborate with various teams to ensure an efficient setup for new clients.
ConsultingInformation TechnologyInsuranceMedicalService Industry
No H1B
Responsibilities
Manage client data such as contact information, exposures, losses, and certificate holders/guidelines during the onboarding process, ensuring it is captured accurately in the correct format and systems
Work with ACA & CS colleagues and other teams to ensure all data is set up correctly
Develop and update the Onboarding Pack throughout the process
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 On Boarding process, specifically
Participate in the RFP process as needed
Collaborate with GSD colleagues throughout the onboarding process
Provide regular updates to CA/ACA/CS on the status of their account setup and work to resolve any issues
Use feedback and best practices to improve the onboarding process
Manage the transition of work to the ongoing service team
Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client Onboarding
Qualification
Required
Deliver an exceptional client experience at the outset of a new prospect or client relationship
Ensure that the client has an efficient and streamlined onboarding process
Build a relationship with WTW that utilizes the right processes, tools, and technology
Manage client data and work closely with other WTW teams
Ensure the client's preferences are properly documented and set up in WTW systems
Liaise with the producer, sales operations, and the entire client advocacy team
Streamline operations and improve efficiency
Handle the data collection process from the prospect phase up until handing off to the client team
Assist the advocacy team in gathering and organizing key information
Organize meetings and coordinate with other specialist teams
Gather specific certificate preferences or billing allocation needs
Handle other responsibilities related to onboarding that may arise
Work across verticals as needed and align with IVD specialization
Manage client data such as contact information, exposures, losses, and certificate holders/guidelines
Ensure data is captured accurately in the correct format and systems
Work with ACA & CS colleagues and other teams to ensure all data is set up correctly
Develop and update the Onboarding Pack throughout the process
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
Participate in the RFP process as needed
Collaborate with GSD colleagues throughout the onboarding process
Provide regular updates to CA/ACA/CS on the status of their account setup
Use feedback and best practices to improve the onboarding process
Manage the transition of work to the ongoing service team
Serve as a process expert and problem solver for complex processes, escalations, and issues related to insurance products and services
Company
WTW
WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Founded in 1828
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity
Leadership Team
Andrew Krasner
Chief Financial Officer
Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
Recent News
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