Job Description

Job Position Summary

To provide services to simple and medium complex Client/Carrier portfolio with Proportional Treaty placement and deal with post placement accounting activities. Ensure appropriate level of service is provided to all these Clients within their area of responsibility.

Primary Responsibilities

Advisor

 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

 Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market

 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)

 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