Client Executive - Health & Benefits
Job descriptions & requirements
Description
As a Client Executive, you will contribute to the management and growth of a portfolio of clients ensuring that their Health & Benefits needs are identified and met. The role will also provide support to the Head of Health & Benefits when required. Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management and client database management.
The Role
- Prepare client documentation such as invoice documents, renewal questionnaires, quote slips, client manuals
- Provide support to Senior Brokers in managing larger clients’ insurance, risk management and programs, ensuring the delivery of high-quality services
- Develop and maintain relationships with insurers, clients and other key stakeholders (internal and external), representing Willis Towers Watson in a professional manner
- Maintain comprehensive client data on Willis Towers Watson systems, facilities and databases
- Compare renewal terms with the previous year and advise broker of any changes
- Work in conjunction with the offshore Operations Support team (Mumbai) to ensure the preparation and delivery of documentation
- Respond to client claims enquiries and provide advice on the claims process
- Liaise with insurance assessors as required
- Manage workflow and diary systems, ensuring agreed claims standards are achieved and timely settlement of claims
- Maintain the claims database ensuring timely updating of all information
- Contribute to the overall achievement of new business targets on an annual basis
Qualifications
The Requirements
- A Bachelor's Degree in Business Administration or any other related field
- Minimum experience of 5 years in account management
- Sound oral and written communication skills both on an individual and small group basis
- Excellent report writing and correspondence skills
- The ability to prioritize work, manage deadlines and work under pressure
- A team player with the ability to demonstrate credibility and gain trust
- Proficient in all MS Office products
- A quick learner and the desire to take on additional duties when required
Equal Opportunity Employer
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