CRB Client Specialist

WTW; Manila; On-site; PHP 279,000 - 502,000; Full time

Job summary

WTW in Manila is seeking a detail-oriented Renewal Support professional to assist Client Management and Advocacy teams with renewal tasks, data handling, and deliverable preparation.

You will collaborate with cross-functional teams, manage data entry for submissions, proposals, and billing, and help onboard new clients. Strong English, communication, and Excel skills are required.

Qualifications

• College/University graduate required.
• Insurance qualification preferred.
• 2–5 years of experience in the Insurance renewal cycle.
• US insurance experience preferred.
• Understand end-to-end renewal cycle and stages.
• Knowledge of insurance documents and catastrophe modelling is useful.

Responsibilities

• Prepare and manage renewal tasks and deliverables.
• Collaborate with functional teams to finalize client deliverables.
• Support billing and invoicing accuracy with documents.
• Assist onboarding of new clients.
• Load and update client details for submissions and billing.
• Draft binding confirmations and support carrier coordination.
• Prepare Summary of Insurance for clients' understanding.

Skills

Communication

Problem-solving

Adaptability

Task prioritization

Attention to detail

Interpersonal skills

Teamwork

Influencing stakeholders

Education

College/University graduate

Insurance qualification (Preferred)

Tools

MS Office Suite

MS Teams

Excel

PowerPoint

Job description

Description

The Role

• Support Client Management and Client Advocacy colleagues with the preparation and management of tasks and deliverables required as part of the renewal process.

• Collaboratewithfunctionalteamsto 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

• Support the renewal process with document preparation/management, data analysis/management and delivery as part of a packet to Advocacy/Service team in preparation for client renewals

• Schedule, attend and take minutes of Internal Strategy meetings

• Data entry required to load and update client details for submission, proposal, binding and billing.

• Participate in the draft proposal creation process alongside the Client Team and support the implementation of new client in-tak

• 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

• Supportinpreparationofthe‘SummaryofInsurance’tofacilitateClientsunderstandingoftheircoverage

• Arrangeandfacilitateinternalstrategymeetingstodiscussinsurance upcomingrenewals 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.

Qualifications

The Requirement

Qualifications:

• College/University Graduate

• Anyinsurancequalification (Preferred)

KnowledgeandExperience:

• 2to5yearsforexperienceintheInsurancerenewalcyclebusiness

• USinsuranceexperience(Preferred)

• Understandingoftheend-to-endinsurancerenewalcycleanditsstages

• Thorough knowledge and understanding of various insurancedocuments

• Anunderstandingofcatastrophemodellingwillbeuseful

Required Characteristics:

• Communication –Fluent in written and spoken English with a high level of competency in comprehension, ensuring the accuracy and quality of the information conveyed

• Problem-Solving –Comprehend complex information and follow standard operating procedures to provide appropriate solutions to customer inquiries

• Adapts to Change –Flexible and adaptable to handle changing demands and situations effectively and efficiently

• Task Prioritization –Attention to day-to-day operations, ensuring that all tasks and responsibilities are covered efficiently and effectivelywith excellentprioritizationandmulti-tasking skills

• Attention to Detail –Close attention to details to ensure the accuracy and quality of the information provided to Clients

• Other skills

  • MS Office i.e., MS Teams, Excel, Powerpoint, etc.

  • InfluencingStakeholders

  • Interpersonal Skills

  • Workingin Teams

  • DrivingExcellence

WTW is an equal opportunity employer.