Description
Operations:
• Contribute to defining documentation that is accurate and CEM compliant and manage template requirements.
• Collate current data on all tax issues relevant to the business, disseminate this to the BU, train staff, and update as necessary.
• Work with Central Facilities Team to coordinate use, renewal, training, and recording of Facilities.
• Brief all Technical issues; agree Terms of Reference; provide Technical news updates for internal distribution.
• Coordinate and brief on all Market Security and Solvency issues.
• Work with Client Advocates and Placement Specialists to ensure client needs are met and technical issues are resolved promptly.
• Ensure practices operate according to Group, Global, and prescribed standard policies, procedures, and service standards.
• Train relevant staff on systems, procedures, and policies; develop training materials and conduct training as required.
• Liaise with internal operational groups supporting efficiency, accuracy, and excellence.
• Support and coordinate with the A&S function for achieving annual targets and client credit control matters.
• Ensure data and IT system strategies are governed appropriately to ensure process robustness and data integrity.
• Promote continuous process improvement and operational excellence.
• Build and maintain collaborative relationships across locations, including Mumbai.
• Deliver training to Placement Operation Specialists and provide feedback for performance improvement.
• Assist in resolving complex queries.
• Use reporting metrics to develop and maintain operational excellence.
• Support operational governance and decision-making processes.
• Build relationships within peer groups and external sources to share best practices.
• Perform other duties as assigned.
• Maintain relevant experience and qualifications.
• Support the Operations and Technical Directors in resource, knowledge, and control management.
• Assist in training on compliance policies and procedures.
• Maintain relationships with BU Compliance Officers and Group Compliance.
• Monitor and manage controls such as self-assessment and audit reviews.
• Cooperate with Internal Audit to promote control and efficiency improvements.
Conduct Risk Responsibilities:
• Manage regulatory issues, ensure training and awareness.
• Confirm colleagues are trained and competent.
• Promote operational efficiencies and technical excellence.
Strategy:
• Support the delivery of Business Unit strategic plans.
Growth:
• Support business development through operational excellence.
• Enhance reputation as a center of operational excellence.
• Ensure accurate system data for client data and revenue analysis.
Financial:
• Improve margins through operational quality and efficiency.
• Ensure compliance with revenue recognition policies.
Qualifications
* Preferably degree educated with professional qualifications such as ACII.
* Desirable: Accreditation in Lean or similar methodologies.
* Significant experience in insurance broking sector.
* Proven client service delivery through operational functions.
* Experience working with support functions: Sales, HR, Finance, Risk, Compliance, Legal.
* Experience in high-pressure, results-oriented environments and change management.
* Experience implementing initiatives for operational excellence.
* Operational experience including managing logistical functions.
* Good knowledge of FCA regulations.
Equal Opportunity Employer
At WTW, we embrace diversity and inclusivity, fostering a culture where all colleagues feel valued and empowered. Our work environment is flexible, supporting a hybrid model of remote and in-office work, tailored to team, role, and client needs.
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