Associate Incoming Specialist

3 months ago

Toronto, Canada WTW Full time

The Associate Incoming Specialist assists in the day-to-day service of large multinational commercial clients in a small team environment.
- Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. _

**The Role**

The Associate Incoming Specialist assists in the day-to-day service of large multinational commercial clients in a small team environment.

**Essential Duties and Responsibilities**:

- Collaborate and communicate with the Network to process, invoice, deliver, and service globally placed North American policies.
- Collaborate with the internal team to document internal and external strategy meetings.
- Draft exposure and underwriting information, deliver to client, and gather updates from the client.
- Coordinate and support all day-to-day client service and consultation.
- Develop complete and accurate submissions for Placement.
- Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client.
- Design and build full client proposal, including the coverage comparison provided by Placement.
- Request and obtain binders from insurers and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Collaborate with the internal team to request and process endorsements and audits.
- Collaborate with Associates and other appropriate resources to draft fee agreement(s) as applicable.
- Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps including billing of premiums and fees.
- Maintain account management information in appropriate systems.
- Assist with unlicensed placement due diligence process. Complete documentation associated with filings.
- Request and verify the accurate delivery of agency bill invoices and coordinate with accounting as applicable, including calculating premium and tax allocations.
- Secure Premium Financing quotes and deliver to client.
- Assist with billing adjustments as requested by Associates.
- Complete review checklists and deliver the final policy check letter to client if no discrepancies found.
- Complete policy checks, review checklists, and deliver the final policy letter to client if no discrepancies found.
- Complete the Certificate template as needed to allow the Certs Team to issue certificates.
- Attend client meetings as required.

**The Requirements:
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status.
- Minimum 2-5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses effective verbal and written communication skills.
- Bilingual proficiency in English and French
- Possesses excellent interpersonal skills
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment.
- Strong Decision making capabilities
- Must be results-oriented
- Ability to provide superior customer service to the client and the insured
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
- Independently carry out specific assignments and tasks

**Compensation**

The base salary compensation range being offered for this role is 50,000 - 65,000 CAD per year.

This role is also eligible for an annual short-term incentive bonus.

**Equal Opportunity Employer

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