Customer Service Representative

Job description

The Customer Service Representative works in our Corporate Risk & Broking (CRB) team based in the Vancouver office and as such as the unique opportunity for career development and advancement working on all of the office’s P&C clients and accounts. So if you’re looking to broaden and diversify your experience while working in a fast paced and dynamic environment, being mentored by other insurance professionals, this is the position for you! 

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

The Customer Service Representative works on Vancouver office Commercial Lines accounts providing support to various members of the Corporate Risk & Broking team and collaborating effectively with various finance centers and colleagues in Canada, Nashville and Mumbai. Essential duties and responsibilities include but are not limited to:

·  Managing incoming job assignments through Outlook, requesting more detailed instruction if required
·  Meet requested deadlines on assignments unless a revised deadline is agreed with Account Manager
·  Issue Certificates of Insurance in Choices system and maintain master list for renewal
·  Arranging Premium Finance Contracts and send to client/finance company
·  Manage billing requests with the National Accounting Center (NAC)
·  Create and manage abeyances via activities and tasks
·  Create Binder, Policy and Endorsement enclosure emails following the WTW Excellence Model Outline
·  Preparing presentations (binders, tabs, cover pages)
·  Issuing Automobile “Pink Cards” electronically
·  Digitizing documents (particularly policies)
·  Create, maintain and attach electronic files in EPIC as well as in the network folder using standard folder template
·  Request new clients through Mission Control, add policies to client once set up in Epic
·  Maintain accurate client details in Epic including contacts
·  Follow up with marketing for all outstanding policies and transmit to clients once received and reviewed for accuracy using WEM Outline points in letter
·  Creating functional excel spreadsheets including tables, formulas, merge templates, etc.
·  Back-up Receptionist duties when assigned
·  Drafting and assembling requests for renewal information, if requested
·  Investigate and resolve accounting discrepancies (process corrections)
·  Client Portal – uploading policies at renewal, requesting sub sites from administrator etc.

The Requirements

·  BA/BS degree preferred.

·  Minimum 1 year of relevant working experience in a Commercial lines P & C agency or broker organization

·  Level 1 Insurance license required.

·  Possesses effective verbal and written communication skills

·  Possesses excellent interpersonal skills

·  Ability to take initiative, complete tasks promptly and with accuracy

·  Ability to provide superior customer service to clients and colleagues

·  Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines

·  Strong computer proficiency-Outlook, Word and Agency Management systems (Epic and Choices experience, ideal)

The Company

Willis Towers Watson 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. Together, we unlock potential. Learn more at willistowerswatson.com.

Equal Employment Opportunity

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact : Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.