Willis Towers Watson

Mô tả Công việc

The role of a Business Support is expected to deliver high level of support to brokers in term of technical and timing for growing client portfolio including new and renew, maintain good practices, ensure our operations compliance with company’s and Group’s guideline, involve in the success of transformation projects.

The role

• Daily deliver timing, operational and technical support to brokers, including but not limited to:
  o Pre-placement: renew or create new account in CRM system, prepare renewal package, Broker Agreement/Letter of Appointment/Broker of Record Letter, draft renewal notice with relevant information, verify KYC requirements, check claim record, submit for approval in case of cross-border element, sanction touchpoint and Market security;
  o Placement: produce quotation slips, quotation comparison and placement slips, endorsement;
  o Post placement: prepare CoC/EoC, check and follow up signed docs from insures and client, system booking, invoice issuance, filing/recording management and placement checklist.
• Operational Risk - work in partnership with brokers, compliance and other corporate functions to enhance our processes, procedures, data quality, 1st line controls practice (cross-border element, Sanction and Market security, compliance with company guideline and best practices, excellence review,…), conduct monthly Excellence review and provide feedback to brokers;
• Projects – contribute to the Vietnam transformation project, and will be continue to deliver other change initiatives to enhance client and colleague experience to support strategic priorities / risk management, including operating model transformation, process standardisation, process improvement, integration and restructuring;
• Coordinate with Accounting Department to reconcile premium and/or commission, remind premium due (including installments);
• Other tasks assigned by local operations manager as required.