This role will be responsible for directly supporting the Director of Business Solutions. Day to day responsibilities will include: Real Estate Platform management and development, Training Assistance, Financial Reporting, Schedule management and REHL Intranet Management.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Assistance with the rollout and maintenance of the Real Estate Platform
• Manipulation and standardization of client data for account onboarding
• Responsible for standardized reporting of Real Estate Platform Data
• Responsible for the logging of Real Estate Platform Defects and Feature Requests
• Assistance with training and development of the Real Estate Platform
• Responsible for sourcing monthly backup related to RAFT Updates
• Responsible for pulling various production and financial reports from EPIC and PowerBI
• Assistance in developing solutions for new and existing client problems across servicing, broking and operations
• Allocation development and training
• Assist with training SOPs to Client Service and Broking Colleagues
• Relationship management with core WTW Service Centers: NAC, Certificate Center, GSD, Finance, Risk Intelligence Central, Analytics
• Responsible for Benchmarking Reporting from PowerBI and Real Estate Platform
• Assistance in training and curriculum development for GSD Colleagues
• Drive Real Estate Platform Adoption across Service and GSD colleagues
• Develop and implement SOPs for all aspects of our business
• Maintenance of REHL Intranet Pages

The Requirements

• Property & Casualty license as required by state law
• Commercial P&C insurance knowledge/experience is required and previous success in client facing work strongly preferred
• 5 years' work experience in Real Estate Client Servicing
• Detail oriented and advanced organizational skills
• Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills
• Technology acumen to adapt to multitude of technology-based systems (Epic, RMS, FileMaker, Broking Platform, PowerBI, etc)
• Advanced Real Estate Allocation Experience
• Time Management and Organizational Skills in the face of changing deadlines and workloads
• Ability to work independently, yet actively and appropriately engage the services provided by "extended team members" across the Shared Service Centers and Teams
• Problem solving abilities, including critical thinking, research, quantitative skills, creativity
• Basic to Intermediate level Microsoft Office skills to include email, Word, PowerPoint and Excel
• Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities
• Excel skill capabilities to include: data entry, formatting
• Exposure to Excel formulas and Pivot table creation/manipulation a plus
• 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 licensing status.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( Washington State only )
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.

EOE, including disability/vets

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.