Primary Responsibilities :
- Processing of Client figures into our system in line with specified key performance indicators and
contractual conditions
- Acknowledge and action client's instructions in a timely manner and communicate pertinent
information as necessary
- Where applicable, ensure prompt chasing of accounts / claims due from clients or notify Account
Manager (AM) / Client Service Advocate (CSA) to do the same
- Ensure the workflow system is kept up to date with correct dates and appropriate comments Understand the client's business and their requirements (operational and other)
- Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market
- Is aware of unpaid items and status of collection for regular update and discussion with Clients and
ensures problems are escalated to management
- Engage with Bureau markets for agreement and Xchanging offices for agreement / signing of accounts
- Adheres to standard internal processes, policies and procedures, and other external regulatory
requirements
- Compliance with legal requirements, industry regulations, organisational policies and Willis Re best
practice and professional codes
- Ensure internal, client and market correspondence are stored on E-filing and necessary documents
attached to processing system
- Support Account and Settlement associates to ensure that all financial aspects are handled in a timely
manner for the secure, efficient and auditable handling of client monies
- Liaise with AM / CSA on a regular basis to understand and determine Client specific needs
- Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards
prescribed by the Business Unit
Skills:
- Business Communication – Written & Verbal
- Analytical skills (including but not limited to – Eye for detail, Interpretation of documents)
- Basic MS Office Skills (especially, Excel and Word)
