The Role
- Responsible for the design and implementation of effective employee benefits (including voluntary benefits, regional/pooling) programmes and the subsequent day-to-day management of all client service activities.
- Responsible for financial performance including the delivery of retention, new from existing and new/new sales targets.
- Responsible for profitability of clients within your portfolio.
- Ensuring that you and/or Client Advocates are successful in negotiating profitable fee/commission levels with each client serviced by you.
- Responsible for actively cross selling existing clients.
- Responsible for developing referral prospects from your existing clients.
- Responsible for retention.
- Responsible for implementing and maintaining compliance systems in accordance with the Willis Excellence Model.
- Overall management/control/development of the employee benefits programmes for assigned clients which include the following aspects of Willis service:
- Account Management
- Effective planning/coordination/communication/delegation/motivation within team
to work as a coordinated Group. - Maximizing account profitability for each client by:
- Achieving optimum remuneration consistent with competitive premium
level as compared with services provided. - Managing credit control
- Monitoring workload
- Developing the total service programme for each client by promoting the full
range of Willis services where a need exists. - Enhancing/building client relationships and getting to know clients including
decision makers.
- Account Administration
- Ensuring that the following are current for each client:
- Client Data File(s)
- Client Service Status Record (BOR)
- Minutes of Clients Meetings
- Communications in accordance with Group Standards
- Files and process adopted are all WEM compliant
- Claims Services
- Timely claims analysis for major clients
- Ensuring prompt and satisfactory settlements in the event of losses
- Conducting regular reviews of all outstanding claims with the clients
- General
- Enhancing Company s profile amongst clients
- Ensuring compliance with the requirements of Company s Quality Standards
- Ensuring no Errors & Omissions claim arises out of clients.
- Credit control follow up with clients on outstanding premium.
- Building carrier relationship
- Monitor/control workflow priorities in the team to ensure goals/target are achieved
- Assist/undertake any other duties as may be required.
The Requirements
- Minimum of 3-5years experience in a Health & Benefits consulting or brokerage role, or
from a C&B function in industry - SCI Certificates preferred: M5, M9, HI, ComGI, BCP, PGI
- Excellent ability to communicate effectively with a strong focus on customer service
- Good oral and written communication skills
- Deep knowledge of the Singapore vendor marketplace
- Technical proficiency in Singaporean employee benefits
- Broad understanding of compliance issues related to local legislation
- Proficiency in Microsoft Office (especially Excel and Word)
- Proficiency in English language
Competencies - Client Focus
- Influence and Selling
- Results Focus
- Collaboration
- Thought Leadership and Innovation
Equal Opportunity Employer
