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WTW · 17 hours ago

Client Onboarding Specialist

United States

Full-time

Remote

Mid Level

$70K/yr - $90K/yr

3+ years exp

WTW is seeking a Client Onboarding Specialist to deliver an exceptional client experience during the onboarding process. This role focuses on managing client data, ensuring efficient onboarding, and collaborating with various teams to streamline operations and improve overall client satisfaction.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Hiring Manager

Freddina Ho

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

Insurance broker's P&C licenseCommercial Property & Casualty knowledgeProject management skillsRelationship ManagementBusiness AcumenMicrosoft Office skillsVerbal communicationWritten communicationCritical thinkingProblem-solvingAdaptability

Required

Must achieve and maintain insurance broker's P&C license and complete various continuing education activities as needed. If not licensed will allow 90 days for course completion and license acquisition

Targeted at least 3+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms

Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs

Business Acumen; knowledge of strategy, tactics, and solutions for the client

Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations

Receptive to feedback; critical thinking and problem-solving skills, high adaptability

Supports in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively

Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects

Intermediate Microsoft Office skills and familiarity with other relevant online tools

Preferred

Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM)

Benefits

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 (Washington State only)

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)