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Description

Client Service Specialist

Provide day-to-day client service and risk management assistance on assigned accounts. Work with Sr. Client Services Specialist, Account Executive and/or Client Advocate to implement, maintain, and close- out wrap-up programs. Provide required reports to carriers and communicate with carriers regarding enrollment and/or audit issues, etc. Participate in program meetings for selected accounts. Prepare and deliver policies, management reports, and communicate with enrolled contractors as necessary. Coordinate administration activities related to managing a Controlled Insurance Program.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:

• Work closely with Willis Towers Watson team and Client in coordinating service on account

• Alert Sr. Client Services Specialist/Client Advocate/Account Executive of potential problems and seek direction

• Work with Claims and Safety representative on issues related to the program

• Participate in monthly meetings

• Attend and present OCIP information at Pre-Bid/Pre-Con and carrier meetings

• Maintenance of client/contractor files

• Work with contractors to gather appropriate enrollment information and monthly payroll reports

• Process enrollments, including bid deduct calculation, and forward to data entry center for processing

• Process contractor/project closeouts as outlined in the CIP manual

• Maintain quality control, ensuring all enrollments, payroll reports and closeouts are processed timely and accurately

• Communicate directly with contractors regarding issues related to the program (enrollment issues, payroll reporting, closeout, etc.)

• Develop proficiency in Wrap Administration system

• Review Wrap Administration system reports to verify accuracy and identify problem areas

• Coordinate reporting of client and carrier information and provide interpretation of financial reports as required

• Prepare monthly/quarterly progress reports and explain to client/contractors

• Provide monthly reporting of data/account information as required

• Assist in compiling stewardship reports

• Provide necessary information to marketing regarding payroll, rating, deduct history

• Assist in review and delivery of Master policies

• Complete subcontractor policy checking review and/or checklist template

• Coordinate transmittal of subcontractor’s policies where required

• Process mid-term policy changes as requested

• Research and compile answers to client/contractor’s policy and coverage questions— coordinate response with Sr. Client Services Specialist/Account Executive/Client Advocate

• Assist with follow-up on carrier issues

• Assist in resolving any carrier discrepancies

• Coordination & review of audits with carriers

• Some travel may be required

• Other duties as assigned

Qualifications

The Requirements:

• Customer Service skills

• Presentation, organization and critical thinking skills

• Ability to multi-task and work under pressure or time constraints

• Accuracy and Attention to detail

• Knowledge of mathematics including arithmetic

• Personal Computer skills

• Verbal and written communication skills

• Interpersonal skills, including relationship-building skills with clients and co-workers

• Ability to work independently as well as in a team setting

• Scaling a product globally

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf)

• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets