Job Title: Administrator (Broking)
Job Function: Group RiskSales Support (office based)
Country: United Kingdom
Location: Wincham, Northwich, Cheshire
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson.
Human Capital & Benefits:
The North-West Employee Benefits / Human Capital & Benefits division, based in Wincham, Northwich; is one of the UK's largest providers of employee healthcare and risk management services offering a unique combination of in-house medical and insurance expertise.
Overall Job Purpose
The Broking Administrator is responsible for requesting, checking and managing the salary roll data provided by clients in addition to requesting and checking quotations from insurers / providers. The salary information is then issued to insurers for the purpose of pricing insurance contracts in the form of quotations. These quotations are then issued, as a report, to the Sales Consultant(s), who will then present the report to the client.
As a Broking Administrator you are required to;
Handle Letters of Authority and Appointment (LOAs). Send LOAs to insurers to obtain policy information in order to conduct a market review.
Set up and maintain Organisation records for prospect clients in Microsoft Dynamics.
Upload required policy information, including membership and benefit details, to New Business Opportunities.
Request salary rolls from clients ensuring that deadlines for renewal pricing are met and that the payroll data is checked for accuracy and completeness.
Format salary data in accordance with the categories used by the Group Risk insurers to enable the provision of accurate quotes. Queries relating to categories should be raised with the client and updated accordingly.
Prepare quotation request documents for both New Business and Renewal policies.
Distribute quotation requests to insurers / providers.
Obtain quotations from insurers, checking for accuracy. Request revised terms where required.
Input quotations accurately into Microsoft Dynamics.
Provide market feedback upon request.
Prepare market review / mid-term / pre-renewal reports.
Produce and issue Broking Fee / Premium invoices to clients where necessary. Adjust premium and income values to ensure that income is accounted for correctly and the Accounts department is able to undertake effective credit control.
- Enthusiastic and organised
- Numerate and accurate
- Ability to work with minimum supervision and to deadlines
- Knowledge of payroll legislation / SMP, SPP, SSP, pensions and other deductions
- Excellent interpersonal skills - you will be liaising with insurers and other areas of the business
- Knowledge of Microsoft applications, particularly Outlook and Excel. Microsoft Dynamics knowledge would be an advantage.
Successful candidates will enjoy working at our prestigious offices as well as being part of a lively team for a Company that respects and rewards its employees for their hard work and success.
What can we offer you?
21 days holiday plus bank holidays (increases to 25 days plus bank holidays with effect from 01/01/2019)
Company Pension Scheme
Company Income Protection Scheme
Progression opportunities within a leading global company
Standard hours are Monday to Thursday 9.00 am - 5.30 pm and Friday 9.00 am - 5.00 pm (37 hours per week).
Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, colour, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
We are committed to equal employment opportunities at Willis Towers Watson.
- Administrative Support
- Microsoft Dynamics
- Microsoft Office
- Accurate Data Entry
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