Team Lead - Client Onboarding

WTW • Chicago, IL

6h

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed