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Willis Towers Watson

Assistant Client Services Specialist

Assistant Client Services Specialists are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. If you"EURTMre looking to work with a great team of exceptional Property & Casualty professionals while building your knowledge, skills and technical and professional experience with a stable, respected and dominant player in the world of global risk management and consulting, apply for this role today!

The Role
Assistant Client Services Specialists are responsible for assisting day-to-day servicing relationship with client decision-makers. Specific duties include but are not limited to:

  • Entering, managing, and analyzing data in various systems and tools such as EPIC, WillPlace, and Surplus Lines forms/templates
  • Ability to compile data and information from various sources such as insurance policies, proposals, and insurance binders
  • Understand and process billings according to requirements and instructions from the local office.
  • Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc.) to smoothly and efficiently complete joint work/process steps/etc.
  • Maintain performance to client service standards and/or metrics

The Requirements 

  • 0-3 years of prior Commercial Property & Casualty (P&C) insurance knowledge.
  • Associates or higher degree desired
  • Experience with Insurance Billing and/or Certificate of Insurance processing is preferred
  • Demonstrated ability to learn and/or perform complex processes with variable work inputs and outputs is required
  • Experience with financial terminology/concepts or demonstrated financial acumen is desired
  • Intermediate level Microsoft Office skills to include email, Word, PowerPoint and Excel
  • Word capabilities to included use of templates, tables, creation/formatting of headers/footers, and various formatting tools
  • Excel skill capabilities to include: data entry, formatting and formulas
  • Exposure to Excel Pivot table creation/manipulation a plus
  • Superior interpersonal skills for working with colleagues, clients and brokers
  • Strong verbal and written communication skills, to include both phone conversation and email writing
  • Attention to detail and process orientation
  • Time Management and Organizational Skills
  • Ability to work independently
  • Customer service focus
  • Must be able to obtain and maintain an active insurance license in good standing in your resident state
  • Problem solving abilities, including critical thinking, research, quantitative skills, creativity
  • Able and willing to work a flexible work schedule as agreed
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 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. 

Equal Employment Opportunity: Know your rights.

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.

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