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- Primary Responsibilities Processing of Client figures into our system in line with specified key performance indicators and contractual conditions Acknowledge and action clients instructions in a timely manner and communicate pertinent information as necessary Where applicable, ensure prompt chasing of accounts / claims due from clients or notify Account Manager (AM) / Client Service Advocate (CSA) to do the same Ensure the workflow system is kept up to date with correct dates and appropriate comments Understand the clients business and their requirements (operational and other) Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market Is aware of unpaid items and status of collection for regular update and discussion with Clients and ensures problems are escalated to management Engage with Bureau markets for agreement and Xchanging offices for agreement / signing of accounts Adheres to standard internal processes, policies and procedures, and other external regulatory requirements Compliance with legal requirements, industry regulations, organisational policies and Willis Re best practice and professional codes Ensure internal, client and market correspondence are stored on E-filing and necessary documents attached to processing system Support Account and Settlement associates to ensure that all financial aspects are handled in a timely manner for the secure, efficient and auditable handling of client monies Liaise with AM / CSA on a regular basis to understand and determine Client specific needs Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit Skills Business Communication Written & Verbal Analytical skills (including but not limited to Eye for detail, Interpretation of documents) Basic MS Office Skills (especially, Excel and Word)
