CRB Philippines – P&C and Global

The Role

The P&C and Global Associate manages daytoday account delivery for corporate and global network clients within CRB Philippines and serves as a key point of contact for routine servicing matters. The role leads coordination of placement and renewal activities supports inbound and outbound global program servicing maintains contract certainty and documentation quality and delivers service standards/SLAs aligned to WTW governance network protocols and client outcomes. Working closely with internal specialist teams (Placement Specialty Claims Engineering and Risk & Analytics) WTW network offices and insurer partners the Associate supports innovation in client solutionsincluding alternative risk transfer and structured risk financing options where appropriate while strengthening client retention and contributing to growth through account planning support opportunity identification crosssell referrals and stewardship/renewal presentations.

Key Responsibilities

• Manage endtoend servicing and account delivery for assigned corporate and global network clients (new business and renewals) acting as the primary daytoday contact for routine matters. Coordinate data gathering exposure analysis market submissions quotations credit control monitoring and claims followups delivering to agreed service standards/SLAs and quality targets.

• Coordinate WTW global network servicing requirements for inbound and outbound multinational accounts including local policy issuance premium and documentation followups evidence of cover/certificates network instructions local regulatory requirements and timely updates to producing offices local clients and internal stakeholders.

• Act as a reliable liaison between CRB Philippines WTW network offices and global client service teams by managing referrals clarifying service expectations escalating issues appropriately and ensuring local delivery remains aligned with global program standards agreed protocols and client commitments.

• Build and maintain a detailed understanding of each clients business risk profile loss history and insurance requirements; support renewal and placement strategy by coordinating with Specialty Placement and insurer partners to structure fitforpurpose P&C programs (e.g. Property BI Liability Motor Marine) and other relevant lines and clearly communicate options and recommendations to clients.

• Support account management activities by maintaining account plans and key stakeholder maps scheduling and preparing for client touchpoints (stewardship reviews/QBRs/renewal meetings) and tracking actions decisions risks and opportunities to closure.

• Support innovation in risk financing solutions by helping assess model and position alternative risk transfer options (e.g. higher retentions/deductible optimization captive/fronting arrangements parametric covers structured programs) in collaboration with Specialty and Placement colleagues and support the preparation of client-ready materials and recommendations aligned to risk appetite and WTW solutions.

• Proactively manage client expectations by setting timelines providing regular progress updates and leading service recovery/escalations when issues arise; coordinate internal and market stakeholders to resolve matters efficiently and protect the client relationship.

• Partner with Specialty Claims Engineering and Risk & Analytics (ER&A) teams to deliver coordinated client solutions (risk engineering insights analytics benchmarking and claims advocacy) improving risk outcomes and reinforcing WTWs integrated value proposition.

• Manage documentation timelines and contract certaintyfrom bind instructions through issuance of policies endorsements binders and certificatesensuring accuracy completeness and ontime delivery to clients and internal stakeholders.

• Support contract certainty and technical quality by validating coverage terms limits deductibles warranties/conditions and policy wordings against placement instructions; escalate gaps manage approvals and ensure compliance with WTW governance controls and applicable regulatory requirements.

• Maintain effective working relationships with insurers adjusters and claims partners; support negotiations and problem resolution (coverage interpretation documentation discrepancies claims servicing) to achieve timely commercially sound outcomes for clients.

• Lead routine client communications and meetings for assigned accounts (as appropriate) providing timely accurate responses and proactive status updates regarding coverage placement progress documentation premium movements and servicing requirements; document minutes/actions and follow through to completion.

• Drive servicingled growth and retention by managing the renewal timetable supporting stewardship/QBR and renewal presentations and tracking opportunities and actions. Identify crosssell/upsell needs collaborate with Sales/Growth colleagues and specialists to strengthen WTW value propositions and improve win rates for broker and advisory appointments.

• Demonstrate operational excellence by maintaining complete and auditready account files following agreed processes keeping accurate records in broking systems producing required management information (MI) monitoring service KPIs/SLAs completing quality checks and proactively managing risks controls and governance checkpoints.

• Develop working knowledge of WTW Health Wealth and Career solutions to identify broader client needs; initiate warm referrals coordinate internal handoffs and help progress opportunities alongside CRB servicing activities.

• Contribute to projects process improvements and client initiatives as required to support team business and client objectives.

• Undertake additional account support projects and responsibilities as assigned to meet business and client objectives.

Key Performance Measures

• Renewal and placement timeliness: key milestones met (data capture submission quote bind and issuance) in line with agreed timelines

• SLA/KPI attainment: turnaround time on client and internal requests; proactive status updates delivered as agreed

• Contract certainty and documentation quality: accuracy/completeness of policies endorsements certificates and wordings; minimal rework and exceptions

• Global network servicing quality: responsiveness to producing offices and network partners; timely completion of local policy issuance certificates/evidence of cover network instructions and required updates for multinational accounts

• Client experience and retention: feedback scores renewal/retention outcomes and quality/timeliness of stewardship/QBR and renewal materials

• Account governance cadence: agreed client touchpoints delivered (stewardship/QBR/renewal meetings) with minutes action logs and stakeholder updates completed on time

• Action and issue management: percentage of actions closed within agreed dates; effectiveness and timeliness of escalations/service recovery

• Claims servicing effectiveness: responsiveness coordination quality and cycle time for key claim activities/updates (in partnership with Claims)

• Financial accuracy: premium movements invoicing/credit control followups and reconciliation accuracy

• Growth contribution: number/quality of organic revenue opportunities and crosssell referrals initiated opportunities progressed and support to win-rate improvement

• Governance and compliance: adherence to WTW processes/controls; audit findings/closures and timely completion of mandatory requirements

-

The Requirements

• Bachelors degree (or equivalent relevant experience)

• Experience in insurance broking underwriting or corporate client servicing preferably within Property & Casualty (P&C) for midmarket to large corporate accounts

• Working knowledge of P&C products and policy structures (coverage limits deductibles warranties/conditions and common clauses) and the endtoend placement/renewal process

• Experience supporting multinational insurance programs or WTW global network servicing including coordination with producing offices local offices insurers and clients across jurisdictions is preferred

• Strong analytical organisational and attentiontodetail skills; able to validate data quality reconcile premium movements and produce accurate servicing/renewal reporting

• Ability to manage multiple deadlines in a fastpaced environment while meeting agreed SLAs quality checks and stakeholder expectations

• Effective written and verbal communication with strong stakeholder management; able to support renewal/stewardship discussions and communicate technical points clearly

• Proficiency in Microsoft Office (especially Excel and PowerPoint); familiarity with broking/CRM platforms and document management systems is an advantage

• Confident presentation and client-facing skills

• Good negotiation skills and confidence engaging insurer/market partners to support placement and renewal outcomes

• Ability to work effectively in a collaborative teamoriented environment

Key Competencies

• Client focus and service excellence driven with strong commercial awareness

• Strong stakeholder partnership across CRB and HWC Lines of Business (LoB) and external market partners

• Global mindset and network collaboration with the ability to balance local client servicing requirements with global program expectations and crossborder stakeholder needs

• Negotiation influencing and relationship management

• Problemsolving with sound judgment attention to detail and a continuousimprovement mindset

• Accountability professionalism and integrity; commitment to governance controls and quality

WTW is an Equal Employment Opportunity