Team Lead - Client Onboarding

WTW•Chicago, IL

5d•$90,000 - $110,000•Hybrid

About The Position

The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will help ensure that the Team delivers to the Client an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing relationships with the New Business Sales Team, managing a team of 5-7 Onboarding Specialists, and working closely with other WTW teams to ensure the clients set up correctly in WTW systems at the onset. The Client Onboarding Team Leader will liaise with the producer, sales operations, and entire client advocacy team to streamline operations, improve efficiency, and contribute to the overall success of the company. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Tracking new business accounts and assigning Onboarding Specialists Team members will work across verticals as needed, align with IVD specialization as skillsets develop Managing a team of 5-7 Onboarding Specialists Working closely with other Team leaders and the Director of Operations to ensure work is moving appropriately Work and build relationships with specific Verticals as assigned Ensure client data, such as contact information, exposures, losses, and certificate holders/guidelines, is captured accurately in the correct format and systems. In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens. Train and assist clients with key technology platforms such as RIC and Proofs Direct. Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the Onboarding process, specifically Participate in the RFP process as needed Collaborate with GSD colleagues throughout the onboarding process Use feedback and best practices to improve the onboarding process Serve as a process expert, problem solver, and escalation contact for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client On-Boarding

Requirements

Must achieve and maintain insurance broker’s P&C license and complete various continuing education activities as needed.
Targeted at least 6+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities.
Able to apply knowledge of coverage forms
Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
Business Acumen; knowledge of strategy, tactics, and solutions for the client
Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
Supports in advocating for change.
Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively
Strong project management skills: Support end-to-end oversight of large, complex, or ambiguous projects
Intermediate Microsoft Office skills and familiarity with other relevant online tools

Nice To Haves

Insurance industry designations preferred but not required (CISR, CPCU, ARM, CIC, CRIS, CRM)

Responsibilities

Tracking new business accounts and assigning Onboarding Specialists
Team members will work across verticals as needed, align with IVD specialization as skillsets develop
Managing a team of 5-7 Onboarding Specialists
Working closely with other Team leaders and the Director of Operations to ensure work is moving appropriately
Work and build relationships with specific Verticals as assigned
Ensure client data, such as contact information, exposures, losses, and certificate holders/guidelines, is captured accurately in the correct format and systems.
In conjunction with CA/ACA, communicate with clients to gather and set up certificate guidelines and supplemental screens.
Train and assist clients with key technology platforms such as RIC and Proofs Direct.
Ensure compliance with WTW regulations, sanctions, and key data linkages like GCIDs and industry revenue coding during the Onboarding process, specifically
Participate in the RFP process as needed
Collaborate with GSD colleagues throughout the onboarding process
Use feedback and best practices to improve the onboarding process
Serve as a process expert, problem solver, and escalation contact for complex processes, escalations, and issues related to insurance products and services, as it pertains to Client On-Boarding

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 (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

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