Client Specialist - Senior Associate

WTW; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Willis Towers Watson (NYSE: WTW) is seeking a Client Specialist to support the North America Risk & Broking renewal and servicing workflow from Mumbai. You will collaborate with Client Advocacy, Client Service and Broking teams to deliver a seamless client experience and assist in pre-renewal, broking, binding, and post-binding activities.

The role requires handling complex client portfolios, ensuring accurate data, and producing deliverables like loss runs and policy documents while

Qualifications

• 2 to 5 years of experience in the Insurance Broking Renewal cycle business.
• US insurance experience preferred.
• Understanding of the end-to-end insurance renewal cycle and its stages.
• Thorough knowledge of various insurance documents.

Responsibilities

• Handle a portfolio of complex clients with specific service needs.
• Assist Client Advocacy with renewals, document and data management.
• Finalize Deliverables: Loss Runs, Policy Documents, Accounting & Settlement, Summaries of Insurance.

Skills

Effective communication

Analytical thinking

Time management

Attention to detail

Problem solving

Education

Graduate – Banking, Finance, Insurance

Job description

Willis Towers Watson (NASDAQ: WTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets.We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
Together, we unlock potential.

About The Team

The Client Specialist team plays a crucial role in supporting the end‑to‑end North America Risk & Broking renewal and servicing process. They operate closely with Client Advocacy, Broking, and other internal stakeholders to deliver a seamless, client experience.

Role Description

This role supports the processing of pre renewal, broking, binding and post binding activities required for placement and service of our North America Risk & Broking clients and prospects. The work closely with Client Advocacy, Client Service and Broking on a daily basis to delivery “White Glove Service” to our clients and prospects.

Process & client service management

• Client Management: Handle a portfolio of complex clients with specific service needs.
• Client Support: Assist Client Advocacy colleagues in preparing, reviewing, and managing tasks related to North America Risk & Broking – Property and Casualty insurance renewals, including document and data management.
• Collaboration: Work with functional and client management teams to finalize deliverables like Loss Runs, Policy Documents delivery, Accounting & Settlement, Summaries of Insurance to ensure clients understand their coverage, Schematics, Certificates, etc
• Meetings: Arrange and facilitate internal / external strategy meetings (with clients) for policy renewals, preparing minutes and supporting coordination between Advocacy and Broking teams.
• Proposal Process: Participate in drafting proposals, ensuring data accuracy for client submissions, and following up with carriers on binding confirmations.
• Tax Filing: Collaborate with the service teams and client teams to ensure timely tax filings, avoiding penalties for late or incorrect submissions.

Skills:

• Effective verbal and written communication skills
• Strong analytical and problem‑solving capability
• Ability to adapt quickly in a dynamic environment
• Proven task prioritization and time‑management skills
• High attention to detail and accuracy

Knowledge and Experience:

• 2to5yearsforexperienceintheInsurance Broking Renewalcyclebusiness
• United States insuranceexperience(Preferred)
• Understandingoftheend-to-endinsurancerenewalcycleanditsstages
• Thorough knowledge and understanding of various insurancedocuments

Qualifications

• Graduate – Banking, Finance, Insurance related courses (Mandatory)

The Application Process

• Stage 1: Online application and recruiter review
• Stage 2: Pre-recorded video interview
• Stage 3: Live video or in person interview with hiring manager and team
• Stage 4: Offer and onboarding

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail].

Job Info

• Job Identification 202606056
• Job Category Service and Delivery
• Locations Plant No. 6, Mumbai, 400079, IN