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Insurance Client Specialist
Jobs
#692046
Full Time
Job Description
Full job description
Description
About WTW
Willis Towers Watson (NASDAQ: WLTW) 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.
Job Title:
Client Specialist Analyst
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:
2 to 5 years for experience in the Insurance Broking Renewal cycle business
United States insurance experience (Preferred)
Understanding of the end-to-end insurance renewal cycle and its stages
Thorough knowledge and understanding of various insurance documents
An understanding of catastrophe modelling will be useful
Qualifications
Graduate – Banking, Finance, Insurance related courses (Mandatory)
Any insurance qualification (Preferred)
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 candidatehelpdesk@wtwco.com.
Description
About WTW
Willis Towers Watson (NASDAQ: WLTW) 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.
Job Title:
Client Specialist Analyst
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:
2 to 5 years for experience in the Insurance Broking Renewal cycle business
United States insurance experience (Preferred)
Understanding of the end-to-end insurance renewal cycle and its stages
Thorough knowledge and understanding of various insurance documents
An understanding of catastrophe modelling will be useful
Qualifications
Graduate – Banking, Finance, Insurance related courses (Mandatory)
Any insurance qualification (Preferred)
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 candidatehelpdesk@wtwco.com.
