Processing Associate (Life or Non-Life Insurance)
WTW.com
Office
Philippines
Full Time
The Role
- Managing personal work quality & delivery to meet or exceed the assigned targets for performance within their Skill Group, including
- Customer Service scores/ratings
- Quality Metrics
- Productivity
- Customer Service scores/ratings
- Quality Metrics
- Productivity
Skills Group 1 Processor:
- A Processor in Skills Group 1 should be proficient in the following activities and effectively and accurately undertake this work as requested by the Market Lead or MSM
- Auto ID issuance
- Basic midterm renewals
- Cert Holder Clean-Up - for small to mid-sized accounts
- Basic certificate renewal - for small to mid-sized accounts
- Proficiency in these activities is supported by training in the following:
- Completion of Basic Training including Willis Towers Watson 101 – An Introduction to P&C Courses (National Alliance) and passing the required test as outlined in training plan and performance expectations
- System training including EPIC & Certificates on Demand (COD)
- Cert Holder Clean Up training
- Renewal training - AID & Certificates account complexity 1 and 1.5
- Auto ID issuance
- Basic midterm renewals
- Cert Holder Clean-Up - for small to mid-sized accounts
- Basic certificate renewal - for small to mid-sized accounts
- Completion of Basic Training including Willis Towers Watson 101 – An Introduction to P&C Courses (National Alliance) and passing the required test as outlined in training plan and performance expectations
- System training including EPIC & Certificates on Demand (COD)
- Cert Holder Clean Up training
- Renewal training - AID & Certificates account complexity 1 and 1.5
Skills Group 2 Processor:
- A Processor in skills group 2 is fully competent in performing the below tasks, no supervision or support required as requested by the Market Lead or MSM for account ranging in account complexity 1-3:
- Auto ID issuance
- Midterms - regardless of size or complexity
- Cert Holder Clean-Up - regardless of size or complexity
- Certificate renewal - regardless of size or complexity
- AID Renewal - regardless of size or complexity
- New account/client set up - regardless of size or complexity
- Research Issues, handle escalations and resolve complex account inquires
- Provide support to answer questions and transfer knowledge to less experienced processors
- Proficiency in these activities is supported by training in the following:
- CISR courses on a journey to certification.
- Regardless of Skill Group, a Processor will need to demonstrate the following abilities:
- Working knowledge of COD with the ability to:
- Set up accounts
- Renew accounts
- Issue Auto ID and certificates
- Actively pursues identifies and seeks support for opportunities to improve the current processes, services and ways of working
- Self-motivated and self-directed personality that doesn’t require close supervision providing guidance on daily work
- Ability to work effectively under stress and deadlines
- Strong interpersonal & team collaboration skills
- Effective communication skills in working with peers, leaders, clients, and others across the organization
- Auto ID issuance
- Midterms - regardless of size or complexity
- Cert Holder Clean-Up - regardless of size or complexity
- Certificate renewal - regardless of size or complexity
- AID Renewal - regardless of size or complexity
- New account/client set up - regardless of size or complexity
- Research Issues, handle escalations and resolve complex account inquires
- Provide support to answer questions and transfer knowledge to less experienced processors
- CISR courses on a journey to certification.
- Working knowledge of COD with the ability to:
- Actively pursues identifies and seeks support for opportunities to improve the current processes, services and ways of working
- Self-motivated and self-directed personality that doesn’t require close supervision providing guidance on daily work
- Ability to work effectively under stress and deadlines
- Strong interpersonal & team collaboration skills
- Effective communication skills in working with peers, leaders, clients, and others across the organization
- Set up accounts
- Renew accounts
- Issue Auto ID and certificates
- Set up accounts
- Renew accounts
- Issue Auto ID and certificates
The Requirements
- 4-Year College degree in Business, Management, Finance or equivalent.
- Minimum of 2 years work experience in Life or Non-Life Insurance.
- Ability to multi-task and work under pressure.
- Demonstrated proficiency in MS Office
- Excellent communication skills
- Strong analytical skills (details and accuracy oriented)
- With reliable and stable wifi connection at home
- With BPO backend | data entry experience preferred.
WTW is an Equal Opportunity Employer.
Processing Associate (Life or Non-Life Insurance)
Office
Philippines
Full Time
September 26, 2025