Placement Support is a team of 40+ colleagues based in our Mumbai (Vikhroli) office. The team plays a critical role in supporting placement activities for the North America Brokers, primarily focusing on making the broking process more efficient and client-ready.
The team's core responsibility is to upload quotes on the Broking platform, enabling brokers to generate proposal forms and create comprehensive presentations for clients based on available quotes. This ensures that brokers have accurate and structured data to present competitive options to clients.
In addition to quote uploads, the team also performs data validation and compliance checks, ensuring accuracy and adherence to regulatory standards. These activities support both pre-placement and placement stages, contributing to a seamless and compliant placement process.
Principal Duties/Responsibilities
Proces
s & Stakeholder Management
Deliver/ Manage KPI's and metrics in line with the prescribed targets
Prioritize and organize work according to business priorities
Develop an in-depth understanding of the technical aspects of the process
Driving process improvements within team for improved efficiency, client experience or better risk controls
Periodic review of process risks and ensuring adequate controls are in place
Meeting with stakeholders to discuss process related challenges and opportunities
Work with the stakeholders for effectively resolve escalations
Leading projects / tasks in coordination with onshore stakeholders
Work on process related reports with complete accuracy
Ensure that SOPs' and Checklist are up to date
People
Management
/
Development:
Setting appropriate goals & expectations for the team and conducting regular progress reviews
Work closely with individuals and groom them to their full potential
Assessing and developing competency levels to make sure team members have the expertise needed to add value to the business
Proactively identify performance issues and create action plans to coach and improve performance
Conduct 1-1 and team meetings in line with Operational Engagement Framework
Managing attrition and absenteeism in the team
Resource
Planning
Forecasting and planning of resource requirements
Manage resources efficiently through peaks and troughs in the business cycle
Ensure contingency planning is in place for critical resources
Risk
Assessment
&
Review
Ensure delivery of standardized policies, procedures and service standards are understood and followed by the business so that all aspects of risk management, information security, legislation and regulation are managed effectively
RACA needs to be reviewed every quarter and any new and emerging risk needs to be called out
MI
Reviews
Lead MI reviews for the business unit and manage related tasks ensuring delivery
Qualifications
------------------
Knowledge:
Delivering excellent levels of Client Service
Coordinating with diverse logistical functions such as operations, IT, compliance, risk, business improvement
Good excel knowledge is necessary
Qualifications:
Graduate
Skills:
Good verbal and written communication skills
Energetic, enthusiastic individuals
Logical thinking skillset is a must
Ability to learn new processes and systems, also should have the ability to adapt to changes
Ability to prioritize and organize tasks, work within stiff timelines
Ability to work independently and as part of a team
We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.
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