Analyst - Service and Delivery

WTW•Walnut Creek, CA

About The Position

Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs. Perform database file management and input information accurately; manage and maintain documents in agency management system. Manage alerts from various carrier websites and other resources. Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables. Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations. Prepare, monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc. Execute consistent and accurate database and document management processes and workflows. Coordinate and own the renewal process workflow for successful, timely execution. Provide training to Account Assistants. Perform other duties and special projects as assigned. To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Requirements

Minimum of 2 years of brokerage experience
Minimum of 3 years in a comparable and/or relevant work environment.
Strong communication skills: writing and presentation preparation.
Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally.
Intermediate knowledge of Microsoft Office and its more complex features.
Ability to be resourceful, take initiative, solve problems and offer solutions.
Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
Must also work independently, with minimal direction.
Adaptability and flexibility to respond to client and team needs.
Strong time management skills.
Ability to learn, adopt, and train use of technology systems and software applications.
Strong organizational skills and attention to detail; ability to screen details and multi-task.
Ability to review internal/external deliverables to ensure accuracy.
Basic project management skills and systems knowledge.

Nice To Haves

Private Client insurance experience preferred.

Responsibilities

Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.
Perform database file management and input information accurately; manage and maintain documents in agency management system.
Manage alerts from various carrier websites and other resources.
Prepare and review client communications and deliverables.
Assist in the preparation and distribution of client deliverables.
Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations.
Prepare, monitor and resolve billing discrepancies and perform reconciliations.
Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.
Execute consistent and accurate database and document management processes and workflows.
Coordinate and own the renewal process workflow for successful, timely execution.
Provide training to Account Assistants.
Perform other duties and special projects as assigned.

Benefits

Mental health/emotional wellbeing (including Employee Assistance Program)
Medical (including prescription drug coverage and fertility benefits)
Dental
Vision
Health Savings Account
Commuter Accounts
Health Care and Dependent Care Flexible Spending Accounts
Company-paid life insurance
Supplemental life insurance
AD&D
Group accident
Group critical illness
Group legal
Identity theft protection
Wellbeing program
Adoption assistance
Surrogacy assistance
Auto/home insurance
Pet insurance
Other work/life resources
Paid Holidays
Annual Paid Time Off (includes 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 (only included for Washington roles)
Qualified contributory pension plan (if eligible)
401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.