Trade Credit Business Support Manager

WTW; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading company in the financial services sector is seeking a dedicated individual to join their team. The candidate will be instrumental in coordinating placement responsibilities and ensuring the accuracy of documentation while providing exceptional client service. This role requires impeccable organizational skills, attention to detail, and readiness to thrive in a hybrid working environment.

Benefits

Flexible working options

Inclusive work culture

Qualifications

• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks under pressure.
• Preferably A-Level or relevant experience.

Responsibilities

• Coordinate with teams for timely production of documents.
• Support data entry and management tasks.
• Ensure high levels of client service and adhere to procedures.

Skills

Organizational skills

Attention to detail

Communication skills

Analytical skills

IT skills

Education

A-Level or equivalent industry experience

Job description

Description

Client/Placement Responsibilities:

• Coordinate with Accounting & Settlement (A&S) team to support on timely, accurate and technical production of placement and premium transaction documentation
• Monitor and allocate incoming and outgoing monies
• In coordination with the client brokers on the team, implement mid-term cover alterations, premium adjustments and instalments, liaising with clients, underwriters, and A&S, to ensure all invoices/credit notes are raised, sent and paid in a timely manner
• Distribute information to underwriters as required by the clients
• Supporting client brokers through the onboarding and placement process on WTW systems
• Completion of formal client documentation – applying both specialist and bespoke client knowledge, in accordance with the relevant compliance procedures; preparing broking documentation including new transaction enquiries; quotes, policy/slip documentation and endorsements
• Check policies, market presentations and client documentation as appropriate
• Work closely and maintain working relationships with key underwriters as required

Information/Data Responsibilities:

• Support GB Trade Team in accurate budgeting, forecasting and tracking of revenue, including loading data into the relevant systems
• Data review, validation and manipulation
• Assist with ‘real time’ loading of data into the relevant WTW systems including client and placement databases e.g. CRM, FMA, DMS, Eclipse etc and as may change over time.
• Providing support with regards to various management tasks including responsibility for coordinating and streamlining management information for the team (e.g., premium and income monitoring spreadsheet, future pipeline monitoring, overdue receivables)

General

• Deliver high levels of client service in line with standard operating procedures
• Working with and adhering to processes and systems that support client service delivery
• Understand and adhere to group policies, procedures, and regulatory requirements
• Any other duties commensurate with position or level of responsibility

Qualifications

• Impeccable organizational skills with thorough and close attention to detail
• Ability to priorities workload, monitor and manage multiple tasks, and to work to deadlines using own initiative
• Must recognize and display a high level of confidentiality when dealing with sensitive data
• Flexible, adaptable and a good team player with excellent people skills
• Be prepared to take an active part in problem solving and have a ‘can do’ approach to work
• Able to work under pressure as part of a team and independently
• Ability to demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Excellent IT skills – including Microsoft Word, Excel, PowerPoint and Outlook skills required
• Strong ability to work accurately and timely with numbers
• Good oral and written communication skills
• Preference for minimum A-Level or equivalent industry experience
• Trade Credit experience, whilst desirable is not essential as full training will be provided.

Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.

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.