Advisor

Principal Duties/Responsibilities

• Sound understanding of the business model, the full transactional process, and role interfaces / dependencies within the own business unit and related functions.
• Ensure adherence to Group policies and procedures.

• Adherence and manage assigned team fundamental activities in accordance with compliance requirements.

• Delivery of the A&S financial targets (Client/Carrier Debt, Cash, Funding, Unsettled Payables, Claims and other deliverables) on the assigned portfolio.
• Deliverables on the SLA as per the agreed timelines for each process.
• Ensure adherence to the Willis service standard (Willis Excellence Model).
• Ensure ongoing, sustainable and dynamic relationships with stakeholders (Internal/external) whilst managing their expectations.
• Effective management of processes and timescales in accordance with agreed procedures.
• Prompt and effective escalation of fiduciary issues in accordance with A&S protocols.
• Understand individual portfolio requirement (KYC) and proactively service a portfolio of accounts in line with existing service model.

• Operate within the guidelines of internal and external regulators.

• Manage critical activities with high levels of accuracy

Responsible for Legacy Clearance and achieving results as per business target model

Top 5 Competencies

• Planning and Organizing

• Action Oriented

• Cognitive Ability (Problem solving, Attention to detail)

• Client Focus (for External stakeholders) and Collaboration (for Internal stakeholders)

• Adaptability

Required Qualifications, Skills, Knowledge, Experience

Qualifications: Minimum bachelor’s degree required (Commerce Stream only)

Skills

• Use of clear business English to enable effective direct communication (Verbal/Written) with stakeholders.
• Good ability to plan and manage personal workload efficiently and effectively, correctly evaluating importance and prioritizing within stiff timelines.
• Should be proficient with internal & external working processes of the BU. .

• Ability to learn new processes and systems, also should have the ability to adapt to changes

• Achieve results through a clear understanding of escalation procedures and effective business communication routes / approaches.
• Effective at getting positive responses in relevant negotiations with stakeholders, peers & seniors.
• Aware and be able to understand about the insurance industry.

• Highly Self-driven in managing own portfolio and assigned responsibilities with accuracy.

• Have an eye for detail to identify process gaps and suggest workable solutions to mitigate the same.

Knowledge:

• Prefer having good understanding of Accounting & Finance and ideally has knowledge of Client (Accounts Receivable) /Carrier (Accounts Payable) service process & procedures.

• Knowledge of MS Office Suite.

  
  

Travel:

• Open to travel to Singapore as per business requirements.

  
  

Eligibility Criteria:

• Performance rating: 3 or above in the latest performance review cycle

• Not on written warning for behaviour or performance within the last 12 months

Experience

• Existing Senior Advisor with minimum 1 Year of experience in the current role

• Colleague should have spent at least 24 months in the current business unit