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...
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The Assistant Manager, Client Service Delivery provides critical support to the Unit Manager in delivering high-caliber insurance services.
This position encompasses underwriting, client account management, claims administration, and business development activities.
The Assistant Manager is responsible for ensuring efficient documentation, effective communication, and seamless coordination with clients, insurers, and internal stakeholders.
Responsibilities
Underwriting & Client Interaction: Record and distribute meeting minutes, prepare slips and endorsements, negotiate terms with insurers, analyze quotations, and oversee the dispatch of policy documents and declarations.
Client Debiting & Payments: Generate debit notes and cover letters, ensure precise billing procedures, and accurately monitor client payments with appropriate documentation.
Renewals Management: Track impending renewals, issue timely notifications and reminders, participate in renewal meetings, and coordinate placement processes with underwriters.
Post-Renewal & Claims: Maintain comprehensive post-renewal registers, administer the claims process from initial notification through settlement, and ensure all documentation and correspondence with clients and insurers are complete and accurate.
Account Reconciliation: Prepare and verify statements of account for clients and insurers, reconcile debit and credit notes, and coordinate the issuance of credit notes as required.
Reporting & Documentation: Regularly update monthly production schedules, draft general correspondence, and maintain meticulous records in accordance with established internal procedures.
Business Development: Identify and pursue prospective clients, assist the Unit Manager with client acquisition initiatives, and maintain accurate CRM records.
Other Duties: Undertake additional tasks and responsibilities as assigned by the Head of Operations.
Requirements
Minimum of 6 years’ experience in a similar capacity.
Demonstrable experience within a broking firm or insurance company is essential.
Exceptional organizational and documentation skills.
Excellent communication and interpersonal capabilities.
Proficiency in underwriting and claims management processes.
Ability to oversee client accounts and manage related financial documentation.
Experience in business development and client relationship management.
Familiarity with CRM systems and office productivity tools.
Strong attention to detail and effective follow-up skills.
Collaborative mindset with the ability to work under supervision.
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