Client Services Specialist

Willis Group Holdings plc is a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 18,000 employees in over 400 offices. Willis offers its clients superior expertise, teamwork, innovation and market-leading products and professional services in risk management and transfer.

FINEX New York is currently looking for Client Services Specialist to join the dedicated Cyber team. This person is responsible for providing timely, professional, day-to-day client services. In addition to variable pre-renewal, renewal, and post-renewal tasks, some responsibilities include:

General:

• Obtain Property and Casualty Broker’s license within one year
• Maintain an FINEX Financial Services team financials, account list and pipeline master document
• Update FINEX Financial Services team presentations (client lists, org. chart)
• Educate the team on updates/changes to systems (EPIC, WillPLACE)
• Run core analytics for the broking team (D&O Quantified)
• Develop relationships with carriers’ underwriting teams

Pre-Renewal:

• Distribute renewal reminders to the broking teams five months in advance of the renewal date
• Gather blank new/renewal applications and send to the broking team and/or client (depending on broker preference)
  • Maintain a library to house standard new and renewal applications (currently located at Y:\1.7 Miscellaneous\1. NY Team Resources\5. NY FS Team Applications)
• Assist with the creation of renewal strategy documents
• Initiate EPIC data inputs

Renewal:

• Send client submissions to the carriers
• Gather quotes and check for accuracy; secure corrections as needed
• Assist with the creation of WEM documentation (quote proposals, evidence of coverage)
• Serve as the “second set of eyes” for WEM documents
• Provide orders to bind to the carriers
• Gather binders and check for accuracy; secure corrections as needed

Post-Renewal:

• Secure binder contingencies as directed by the brokers; send to the carriers once received
• Issue certificates of insurance as needed

Coordinate/Liaise with Mumbai on the Following:

• Policy issuance
• EPIC data input (future task)
• WillPLACE data input (future task)
• WISDOM Model Reports (future task)
• Invoicing and accounting (future task)

• Property and Casualty Broker’s license required, or must be obtained within sixty (60) days of hire