This website uses cookies to ensure you get the best experience. Learn more
Willis Towers Watson

Account Manager

Summary of Role
This key senior role will primarily focus on the servicing of premium and claims bordereau relating to binding authorities placed within our newly formed Alternative Distribution Operation (ADO). Reporting to the Operations Director, this role will liaise directly with Clients and Coverholders to advise and assist with all aspects of their binder operations, ensuring high quality service, timely processing of bordereau and prompt settlements to/from Insurers. 
The Role
  • Support Binding Authority Department (ADO) with advice and technical knowledge with regards to all servicing aspects of the process / product for the Global portfolio / pipeline
  • Ensure contract records are accurately maintained within transaction system
  • Load market onto transactional in accordance with contract requirements, ensuring all taxes and other deductions are recorded
  • Create new organization records as required
  • Maintain close working relationships with Brokers, Clients, Coverholders, Underwriters, TPA"EURTMs and Xchanging
  • Generate and issue confirmation of cover, debit notes and closing instructions
  • Work closely with the wider team to ensure effective delivery of Client service to Willis Re Clients
  • Check production of premium bordereau ensuring timely and accurate processing into transactional system
  • Process Client"EURTMs claim instructions accurately within the Willis Re process timescales and communicate pertinent information as necessary to obtain prompt agreement 
  • Obtain claim(s) agreement as per contract conditions to ensure the secure, efficient and auditable handling of Client monies 
  • Responsibility for the creation of claims files in line with contractual conditions
  • Assist with the monitoring of payments and support in chasing unpaid balances as necessary
  • Advising Clients/Coverholders as required on all technical aspects of their binder operations 
  • Manage and resolve queries from Clients, Coverholders, Underwriters and TPA"EURTMs
  • Perform Second Pair Of Eyes (SPOE) checks at stages in Willis Excellence Model process and act as an approved authoriser as appropriate
  • Adhere to standard Group policies and procedures, including all WEM and other regulatory requirements

The Requirements
  • Strong interpersonal skills with the ability to work in a team environment
  • Must be a self-starter with the ability to work with limited supervision
  • Excellent time management and organisational skills
  • Identifies and resolves problems in a timely manner; gathers and analyses information skilfully; develops alternative solutions
  • High attention to detail and concern for quality
  • An enthusiastic and confident team player
  • Excellent communication skills both oral and written 
  • Able to communicate effectively with a range of stakeholders; from operational teams to senior management
  • Computer literate with a good working knowledge of Word, Excel and PowerPoint
  • Must be able to meet deadlines without sacrificing accuracy and attention to detail
  • Detailed knowledge of delegated binding authorities
  • Experience of premium and claims binding authority bordereau processing 
  • Ability to analyse premium and claims statistics 
  • Ability to advise Clients/Coverholders on their binder operations to ensure timely payment of premium and settlement of claims

The Company

Willis Towers Watson 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 40,000 employees serving more than 140 countries. 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 "EUR" the dynamic formula that drives business performance. Together, we unlock potential. Learn more at

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

Apply Now

Share this