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Client Specialist(US Shift)

2 months ago   Financial Services   Mumbai   20 views Reference: 34000
Job Details
  • 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
  • Participate in the draft proposal creation process alongside the Client Team
  • 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 Summarynof 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.
Please Contact - Ankita Doshi
Company Description
The World of Willis
We are one of the worlds leading risk management and insurance intermediaries.
Were in the business of identifying, analyzing and managing risk. We deliver professional risk transfer, risk management, loss management and actuarial services to companies, as well as financial and employee benefits consulting.What makes us different is our entrepreneurial approach and commitment to the delivery of customized solutions. We concentrate on what we do best broking, risk management and consulting. We provide clients with excellent local service, while enabling them to access our extensive network of global resources. We constantly strive to improve our offerings from state-of-the-art product solutions to excellent claims processing.
What makes us different is our entrepreneurial approach and commitment to the delivery of customized solutions. We concentrate on what we do best broking, risk management and consulting. We provide clients with excellent local service, while enabling them to access our extensive network of global resources. We constantly strive to improve our offerings from state-of-the-art product solutions to excellent claims processing.