Client Service Specialist at Willis Towers Watson

| Dallas-Fort Worth, TX
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Provide day-to-day client service and risk management assistance on assigned accounts. Work with Sr. Client Services Specialist, Account Executive and/or Client Advocate to implement, maintain, and close- out wrap-up programs. Provide required reports to carriers and communicate with carriers regarding enrollment and/or audit issues, etc. Participate in program meetings for selected accounts. Prepare and deliver policies, management reports, and communicate with enrolled contractors asnecessary. Coordinate administration activities related to managing a Controlled Insurance Program.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:
  • Work closely with Willis Towers Watson team in coordinating service on account
  • Alert Sr. Client Services Specialist/Client Advocate/Account Executive of potential problems and seek direction
  • Work with Claims and Safety representative on issues related to the program
  • Participate in monthly meetings
  • Attend and present OCIP information at Pre-Bid/Pre-Con and carrier meetings
  • Maintenance of client/contractor files
  • Work with contractors to gather appropriate enrollment information and monthly payroll reports
  • Process enrollments, including bid deduct calculation, and forward to data entry center for processing
  • Process contractor/project closeouts as outlined in the CIP manual
  • Maintain quality control, ensuring all enrollments, payroll reports and closeouts are processed timely and accurately
  • Communicate directly with contractors regarding issues related to the program (enrollment issues, payroll reporting, closeout, etc.)
  • Develop proficiency in Wrap Administration system
  • Review Wrap Administration system reports to verify accuracy and identify problem areas
  • Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
  • Prepare monthly/quarterly progress reports and explain to client/contractors
  • Provide monthly reporting of data/account information as required
  • Assist in compiling stewardship reports
  • Provide necessary information to marketing regarding payroll, rating, deduct history
  • Assist in review and delivery of Master policies
  • Complete subcontractor policy checking review and/or checklist template
  • Coordinate transmittal of subcontractor's policies where required
  • Process mid-term policy changes as requested
  • Research and compile answers to client/contractor's policy and coverage questions- coordinate response with Sr. Client Services Specialist/Account Executive/Client Advocate
  • Assist with follow-up on carrier issues
  • Assist in resolving any carrier discrepancies
  • Coordination & review of audits with carriers
  • Some travel may be required
  • Other duties as assigned


The Requirements:
  • Customer Service skills
  • Presentation, organization and critical thinking skills
  • Ability to multi-task and work under pressure or time constraints
  • Accuracy and Attention to detail
  • Knowledge of mathematics including arithmetic
  • Personal Computer skills
  • Verbal and written communication skills
  • Interpersonal skills, including relationship-building skills with clients and co-workers
  • Ability to work independently as well as in a team setting

EEO, including disability/vets
More Information on Willis Towers Watson
Willis Towers Watson operates in the Fintech industry. The company is located in Seattle, WA, Tempe, AZ, Nashville, TN, Chicago, IL, Buffalo, NY, Arlington, VA, Philadelphia, PA and New York, NY. Willis Towers Watson was founded in 2021. It has 41317 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 65 open jobs at Willis Towers Watson, click here.
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