Account Handler in Ipswich at Willis Towers Watson

Date Posted: 11/12/2017

Job Snapshot

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Job Description

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 39,000 employees in more than 120 territories. 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. Unlock your potential at Willis Towers Watson. 
The Business
Investment, Risk and Reinsurance
Our sophisticated approach to risk helps clients free up capital. We work in close contact with investors, reinsurers, and insurers to manage the equation between risk and return.  Blending advanced analytics with deep institutional knowledge, we reveal new opportunities to maximize performance.

The Role
In conjunction with Broker Support, monitor and record the placement process for all lines within Willis Re.  Create confirmation of cover and billing documents, delivering high quality service to all clients and ensuring that the service delivered is to pre-defined standards.

Principal Duties/Responsibilities
  • Generate a contract record using the transactional broking system
  • Ensure contract records are accurately maintained within transactional broking system
  • Load market on to transactional broking system in accordance with contract requirements, ensuring all taxes and other deductions are recorded
  • Ensure a final contract document has been issued in 30 days from contract certainty (CC) start and ensure the 1st cover document has been issued to the client within 30 days of CC start (KCO3)
  • Create new organisation records
  • Effectively communicate with various stakeholders, both internal and external.
  • Ensure internal, client and market correspondence is stored on E-filing and WEM documents attached to transactional broking system
  • Ensure accurate processing of debit notes and closing instructions within the Willis Re timescales.
  • Where applicable ensure prompt chasing of accounts due from clients.
  • Prepare presentations for client and markets
  • Work closely with Broker Support and team to ensure effective delivery of client service to Willis clients
  • Manage and resolve queries from clients and reinsurers
  • Minimise late signings, working to rebroke with sales team support as necessary
  • Prevent funding where possible by regularly reviewing the Xchanging deferred instalment report
  • Ensure timely Bureaux submissions
  • Perform Second Pair Of Eyes (SPOE) checks at stages in Willis Excellence Model (WEM) process, ensure all sanctions touch-points are covered and act as an approved authoriser as appropriate
  • Adhere to standard Group policies and procedures, including all WEM and other regulatory requirements
The above list is intended to be as accurate a reflection of the role as possible.  However, it may be revised from time to time if different tasks commensurate with the role or level of responsibility are needed to be performed and/or when circumstances change.

Job Requirements

  • Educated to A level standard or relevant industry experience as a minimum. 
  • Intermediate IT skills (Microsoft Suite)
  • Good communication skills (Written and Verbal)
  • Attention to detail
  • Ability to Organise and Prioritise, particularly under pressure
  • Ability to work in a team and autonomously; and general willingness to learn and grow
  • Ability to build strong working relationships with both Brokers and Clients
  • Good time management skills
Conduct Risk:  To put the interests of clients and the integrity of the market at the heart of the way you do business
What can we offer you?
In return you will be rewarded with a competitive salary and a comprehensive benefits package including; a fantastic pension scheme, life insurance, medical insurance, eye care vouchers and flexible benefits including critical illness cover, dental cover, additional life assurance, childcare vouchers, retail vouchers and many other options and Corporate deals.
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, colour, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
We are committed to equal employment opportunities at Willis Towers Watson.


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