Willis Towers Watson (NASDAQ: WLTW) 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 45,000 employees serving more than 140 countries and markets. We design and deliver...

Willis Towers Watson (NASDAQ: WLTW) 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 45,000 employees serving more than 140 countries and markets.

We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.

Powered by market analytics and behavioral insight, our integrated teams have been helping businesses in Hong Kong to grow since 1974. Today Willis Towers Watson has more than 400 people working in offices across Hong Kong and Macau.

Together, we unlock potential. Learn more at willistowerswatson.com

Broker Support Assistant (contract, renewable)

Job level Entry
Education Not applicable
Location
Causeway Bay
Employment type Contract
Industry Financial Services / Investment / Securities
Job function Administration > Clerical / Admin / Operation
Insurance > Others
Sales / Business Development / Customer Service > Account Servicing
Published On 24/10/2019

We are looking for a dynamic and proactive individual to join our Placement Support Team providing support to Producers and Brokers in servicing our clients.

The Role

  • Produce data, statistics, and information packs in support of the placement of a client’s Insurance programme
  • Review market security information on carriers, checking compliance and financial positions
  • Create / Update marketing sheets for Broking Team
  • Liaise with Compliance / Sanctions Team on sanctions checks where touch points exist
  • Support creation of contracts / endorsements
  • Create records for third party sharing and/or brokerage deviations
  • Work closely with Sales Team to ensure effective delivery of client service to clients
  • Ensure compliance with Willis policies and CEM throughout the placement process
  • Maintain files in an orderly manner electronically, ensuring these are within CEM guidelines
  • Ensure contract records are accurately maintained within transactional broking system
  • Generate and issue evidence of cover, debit notes and closing instructions
  • Review contracts to facilitate billing within agreed timescales
  • Establish regular contact with colleagues from A&S, accounting, claims and contracts to ensure joined-up client service
  • Manage and resolve compliance and process queries from clients and reinsurers, seeking assistance as required ensuring escalation where necessary and resolution with minimum delay
  • Proactively manage portfolio calendar.
  • Build, develop and maintain strong client, third party and reinsurer relationships with assigned portfolio, liaising closely with Team Leader, Client Service Manager and/or Operations Director

The Requirements

  • Relevant Insurance industry experience
  • Excellent communication skills (written and verbal)
  • Attention to detail
  • Ability to organise and prioritise workloads with good time management skills
  • Intermediate IT skills (Microsoft Office suite)
  • Experience of use and management of broking systems appropriate to own office (desirable)
  • Experience in supporting client service through process adherence
  • Experience in delivering applicable compliance standards with client service teams
  • Ability to work both independently and as part of a team

Willis Towers Watson is an Equal Opportunity Employer