Analyst - Service and Delivery

WTWChicago, IL
$23 - $50Hybrid

About The Position

This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical.

Requirements

  • Experience in the Financial Institutions industry vertical.
  • Familiarity with commercial property and casualty insurance.
  • Proficiency in data and information entry and maintenance.
  • Experience with database and document management processes.
  • Ability to coordinate and manage workflows.
  • Skills in preparing and reviewing client communications and deliverables.
  • Experience managing the certificate of insurance process.
  • Ability to prepare, review, and distribute policies, endorsements, and invoices.
  • Skills in monitoring and resolving billing discrepancies and performing reconciliations.
  • Proficiency with proprietary Agency Management System and SharePoint.

Responsibilities

  • Prepare and review client communications and deliverables.
  • Manage certificate of insurance process, if necessary.
  • Prepare, review, and distribute policies, endorsements and invoices.
  • Monitor and resolve billing discrepancies and perform reconciliations.
  • Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint.
  • Execute consistent and accurate database and document management processes and workflows.
  • Coordinate and own the renewal process workflow for successful, timely execution.
  • Assist in the preparation and distribution of client deliverables.
  • Perform other duties and special projects as assigned.
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