Insurance Renewal & Client Success Specialist

WTW; Taguig; Presencial; PHP 250.000 - 380.000; Jornada completa

Descripción de la vacante

WTW in Metro Manila is seeking a detail-oriented professional to support client management and renewal processes. You will coordinate with cross-functional teams to gather loss runs, certificates, and data, assist billing, and help onboard new clients while preparing binding documents and summaries of insurance.

The role requires strong English communication, problem-solving, and multitasking. You will work with internal strategy meetings and ensure data accuracy for renewals and reporting.

Formación

• College/university graduate
• Any insurance qualification preferred
• 2–5 years experience in the Insurance renewal cycle
• US insurance experience preferred
• Understanding end-to-end insurance renewal cycle and its stages
• Thorough knowledge of various insurance documents

Responsabilidades

• Support renewal process tasks and deliverables for clients
• Coordinate with functional teams for information requests (loss runs, certificates, etc)
• Assist billing and invoicing with required documents and data
• Support onboarding of new clients
• Prepare and manage client exposure details
• Prepare binding documents and follow up with carriers for binders
• Draft Summary of Insurance for client understanding
• Schedule and minutes for Internal Strategy meetings
• Load/update client data for submissions and billing
• Support tax filing to avoid penalties

Conocimientos

Communication

Problem Solving

Adaptability

Task Prioritization

Attention to Detail

MS Office

Interpersonal Skills

Teamwork

Influencing Stakeholders

Driving Excellence

Educación

College/University Graduate

Insurance Qualification

Herramientas

MS Teams

Excel

PowerPoint

Descripción del empleo

WTW in Metro Manila is seeking a detail-oriented professional to support client management and renewal processes. You will coordinate with cross-functional teams to gather loss runs, certificates, and data, assist billing, and help onboard new clients while preparing binding documents and summaries of insurance.

The role requires strong English communication, problem-solving, and multitasking. You will work with internal strategy meetings and ensure data accuracy for renewals and reporting.