Advisor Renewal Services (North America)

About Team

Renewal Services is a team of 100 colleagues in Mumbai who are responsible for providing pre-renewal support to North America (largely US). The team is majorly involved in gathering Loss Runs for renewing Clients and sharing them with Servicing & Broking Teams for their internal strategy meetings and client addition to Loss Runs team does various other activities viz. Client Proposal Workbook Exposure Gathering Workbook Producer Support Experience Modification Statement of Insurance Sweep Data Quality etc. to provide support at different pre-renewal & renewal stages

Job Summary

• Interact with Insurance Carriers/ North America office counterparts on a regular basis to ensure accurate and complete documentation to support the offices in North America

• Communicate with the Client Servicing team in North America to better understand the request and comply with the requirements

• Support requests from North America offices by following the standard Operating Procedures when requesting Loss run reports from the insurance carriers as well as preparing the pre-placement documents of Client Proposal Workbook Exposure workbook & Loss run Summary

• To pay attention to detail when preparing the documentation

• Ensure adherence to compliance procedures

Principal Duties/Responsibilities

• Handle mailbox as per process and timeliness

• Working on Loss Runs requests received via Service Hub/Email

• Prioritize and organize work on daily basis as per business requirement

• Ensure adherence to compliance procedures

• Completing Mandatory training on time

• Work closely with onshore teams to ensure effective delivery of client service

• Ensure ongoing effective relationships with stakeholders (Internal - Offices/External - Carriers)

• Participate and contribute to potential process improvement areas

• Deliver as per defined Key Performance indicators for the role - Maintain Quality Productivity Turnaround standards

Top 5 Competencies

• Focusing on Clients

• Working in Teams

• Driving Excellence

• Fostering Innovation

• Adapting to Change

Skills required:

• Communication Skills - Written Verbal and interpretation

• Microsoft Office- Microsoft Excel (Basic)

• Eye for detail

• Insurance Fundamentals

• Time Management

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Any Graduate / Postgraduate/ MBA

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

Were 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.