Specialty Risk Consultant
WTW
Specialty Risk Consultant
- 202604808
- Philippines
- Full time
Description
The Role
The Natural Resources Manager is a senior client servicing and account leadership role responsible for directing day-to-day delivery for primarily power and utilities, renewable energy, oil and gas, mining and metals, and related infrastructure sector clients within CRB Philippines and serving as a trusted relationship lead for key servicing, renewal and placement matters. The role provides leadership across the account lifecycle, shaping servicing strategy, coordinating renewal and placement execution, maintaining contract certainty and documentation quality, and ensuring delivery against service standards/SLAs, governance requirements and client commitments. Working closely with internal specialist teams (Placement, Specialty, Claims, Engineering and Risk & Analytics) and carrier partners, the role helps drive integrated client solutions including alternative risk transfer and structured risk financing options where appropriate while strengthening retention, supporting revenue growth, identifying cross-sell opportunities, and contributing to broader team capability, operational discipline and client leadership standards.
Key Responsibilities
Lead end-to-end servicing and account delivery for assigned corporate clients (new business and renewals), acting as the primary day-to-day contact and accountable owner for routine matters. Oversee data gathering, exposure analysis, market submissions, quotations, credit control monitoring and claims follow-ups, driving delivery to agreed service standards/SLAs, quality targets and client commitments.
Build and maintain a detailed understanding of each client’s business, risk profile, loss history and insurance requirements; support renewal and placement strategy by coordinating with Specialty, Placement and insurer partners to structure fit‑for‑purpose P&C programs (e.g., Property, BI, Liability, Motor, Marine) and other relevant lines, and clearly communicate options and recommendations to clients.
Manage Natural Resources accounts in line with WTW’s sector-led structure, supporting clients across power and utilities, renewable energy, oil and gas, mining and metals, and related infrastructure sectors. Coordinate with regional and global Natural Resources specialists to bring relevant technical expertise, market insight and placement capability into local client delivery.
Lead the servicing rhythm for Natural Resources clients by aligning account plans, renewal strategies, risk engineering inputs, claims advocacy, analytics and market engagement around the client’s asset lifecycle, including development, construction, operational and transition-related exposures.
Support Natural Resources placement strategy by working with WTW Specialty, Construction, Power, Renewable Energy, Marine, Casualty, Claims, Engineering, Risk & Analytics and global market teams to develop integrated insurance and risk advisory solutions for complex assets and portfolios.
Lead account management activities by maintaining account plans and key stakeholder maps, setting the engagement cadence for client touchpoints (stewardship reviews / QBRs / renewal meetings), and driving actions, decisions, risks and opportunities to closure through disciplined follow-through and cross-functional coordination.
Support innovation in risk financing solutions by helping assess, model and position alternative risk transfer options (e.g., higher retentions / deductible optimization, captive / fronting arrangements, parametric covers, structured programs) in collaboration with Specialty and Placement colleagues and support the preparation of client-ready materials and recommendations aligned to risk appetite and WTW solutions.
Provide sector-relevant advice to Natural Resources clients on emerging and evolving risk themes, including energy transition, natural catastrophe exposure, supply chain disruption, ESG-related insurer scrutiny, operational resilience, business interruption, political violence, cyber and climate-related risk considerations.
Proactively manage client expectations by setting timelines, providing strategic progress updates, and leading service recovery and escalations when issues arise; direct internal and market stakeholders to resolve matters efficiently, protect the client relationship, and maintain confidence at senior stakeholder level.
Partner with Specialty, Claims, Engineering and Risk & Analytics (ER&A) teams to deliver coordinated client solutions (risk engineering insights, analytics, benchmarking and claims advocacy), improving risk outcomes and reinforcing WTW’s integrated value proposition.
Manage documentation timelines and contract certainty—from bind instructions through issuance of policies, endorsements, binders and certificates—ensuring accuracy, completeness, and on‑time delivery to clients and internal stakeholders.
Support contract certainty and technical quality by validating coverage terms, limits, deductibles, warranties/conditions and policy wordings against placement instructions; escalate gaps, manage approvals, and ensure compliance with WTW governance, controls, and applicable regulatory requirements.
Maintain effective working relationships with insurers, adjusters and claims partners; support negotiations and problem resolution (coverage interpretation, documentation discrepancies, claims servicing) to achieve timely, commercially sound outcomes for clients.
Lead client communications and meetings for assigned accounts, including stewardship, renewal and issue-resolution discussions, providing timely, accurate responses and proactive status updates regarding coverage, placement progress, documentation, premium movements and servicing requirements; ensure minutes, action tracking and follow-through are completed to a high standard.
Drive servicing‑led growth and retention by managing the renewal timetable, supporting stewardship/QBR and renewal presentations, and tracking opportunities and actions. Identify cross‑sell/upsell needs, collaborate with Sales/Growth colleagues and specialists to strengthen WTW value propositions, and improve win rates for broker and advisory appointments.
Demonstrate operational excellence by maintaining complete and audit‑ready account files, following agreed processes, keeping accurate records in broking systems, producing required management information (MI), monitoring service KPIs/SLAs, completing quality checks, and proactively managing risks, controls and governance checkpoints.
Develop working knowledge of WTW Health, Wealth and Career solutions to identify broader client needs; initiate warm referrals, coordinate internal handoffs, and help progress opportunities alongside CRB servicing activities.
Contribute to projects, process improvements and client initiatives to support team, business and client objectives, including providing guidance to junior colleagues, sharing best practices, and helping uplift team capability and operational discipline.
Undertake additional account support, projects and responsibilities as assigned to meet business and client objectives.
Key Performance Measures
Renewal and placement timeliness: key milestones met (data capture, submission, quote, bind and issuance) in line with agreed timelines
SLA/KPI attainment: turnaround time on client and internal requests; proactive status updates delivered as agreed
Contract certainty and documentation quality: accuracy/completeness of policies, endorsements, certificates and wordings; minimal rework and exceptions
Client experience and retention: feedback scores, renewal/retention outcomes, and quality/timeliness of stewardship/QBR and renewal materials
Account governance cadence: agreed client touchpoints delivered (stewardship/QBR/renewal meetings) with minutes, action logs and stakeholder updates completed on time
Action and issue management: percentage of actions closed within agreed dates; effectiveness and timeliness of escalations/service recovery
Claims servicing effectiveness: responsiveness, coordination quality and cycle time for key claim activities/updates (in partnership with Claims)
Financial accuracy: premium movements, invoicing/credit control follow‑ups and reconciliation accuracy
Growth contribution: number/quality of organic revenue opportunities and cross‑sell referrals initiated, opportunities progressed, and support to win-rate improvement
Governance and compliance: adherence to WTW processes/controls; audit findings/closures and timely completion of mandatory requirements
Qualifications
The Requirements
Bachelor’s degree (or equivalent relevant experience)
Significant experience in insurance broking, underwriting or corporate client servicing, preferably within Property & Casualty (P&C) for mid-market to large corporate accounts, with demonstrated responsibility for leading complex account portfolios, renewals and stakeholder relationships.
Strong working knowledge of P&C products, policy structures and placement strategy (coverage, limits, deductibles, warranties/conditions and common clauses), with the ability to guide clients and internal stakeholders through the end-to-end placement and renewal process for complex or strategically important accounts.
Strong analytical, organisational and attention‑to‑detail skills; able to validate data quality, reconcile premium movements and produce accurate servicing/renewal reporting
Ability to manage multiple deadlines in a fast‑paced environment while meeting agreed SLAs, quality checks and stakeholder expectations
Excellent written and verbal communication with strong executive-level stakeholder management and influencing skills; able to lead renewal, stewardship and issue-resolution discussions, communicate technical and commercial considerations clearly, and build confidence with clients, insurers and internal leadership teams.
Demonstrated leadership capability, including experience coordinating cross-functional teams, providing direction to junior colleagues, and driving accountability, service quality and execution discipline across account activities.
Proficiency in Microsoft Office (especially Excel and PowerPoint); familiarity with broking/CRM platforms and document management systems is an advantage
Strong commercial acumen and sound judgment, with the ability to balance client advocacy, market realities, profitability, risk considerations and governance requirements in decision-making.
Confident presentation and client-facing skills
Good negotiation skills and confidence engaging insurer/market partners to support placement and renewal outcomes
Ability to work effectively in a collaborative, team-oriented environment and to lead through influence across multiple stakeholders, functions and market partners.
Experience handling Natural Resources, power, energy, utilities, mining, renewable energy, infrastructure or other technically complex asset-based accounts is preferred, with familiarity in coordinating local servicing requirements with regional and global specialty resources.
Key Competencies
Client focus and service excellence driven, with strong commercial awareness
Strong stakeholder partnership across CRB and HWC Lines of Business (LoB) and external market partners
Negotiation, influencing and relationship management
Problem‑solving with sound judgment, attention to detail, and a continuous‑improvement mindset
Accountability, professionalism and integrity; commitment to governance, controls and quality
WTW is an Equal Employment Opportunity
- ...clients in investment strategies and asset management. Evaluate risk and provide risk management solutions. Stay updated on... ...services preferred. Skills and Competencies: Proficient in consultative and online sales, telemarketing, and futures sales; people-oriented...
- ...A Financial Consultant provides expert financial guidance and solutions to clients, helping them make informed decisions to reach their... ...financial goals. This involves analyzing financial data, assessing risk tolerance, developing comprehensive financial plans, and...
- ...updates on performance. Educate clients on investment options, risks, and market conditions. Assist clients with budgeting and... ...preferred. Experience Level: 0–2 years of experience in financial consulting or a related field. Skills and Competencies: Strong...
- ...A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their... ...Meet with clients to understand their financial goals, needs, and risk tolerance. Financial Planning: Develop tailored financial...
- ...Position: Senior Tax Consultant (Australia) Location: Fully Remote | Full-Time InCorp Philippines is expanding its team and looking for... ...team culture and support employee engagement initiatives Risk Management and Compliance Ensure adherence to internal quality...
- ...Position: Consultant (Tax - Australia) Location: Fully Remote | Full-Time InCorp Philippines is expanding its team and is looking... ...in mentoring and supporting junior team members when needed Risk Management and Compliance Ensure accuracy and timely completion...
- ...Job Summary The Risk Assessment Interviewer is responsible for conducting structured interviews to evaluate nurse applicants' readiness for international employment and their suitability to join the Nursing/Physical Therapy Programs. Through objective interviewing techniques...
- ...Manage cash flow, liquidity, working capital, and debtor/collection risks ~ Lead budgeting, forecasting, scenario planning, and multi-... ...; 5+ years at CFO or senior finance level ~ Experience in consulting, fractional CFO, or outsourced finance roles is an advantage...
- ...advice and guidance to clients on investment opportunities and risk management. Develop customized financial plans based on the... ...and ongoing support. Requirements Job Title: Financial Consultant Job Function: Financial Consulting Qualities and Traits:...
- ...Fraud Risk and Payment Specialist is in-charge to monitor client accounts, investigates fraudulent/illegal activities . This is a key role to make sure that all transactions and client information are legit. Responsibility/Functions: Handling chat and emails...
- ...and maintain relationships with individual and corporate clients Conduct financial needs analysis to understand clients’ goals and risk tolerance Provide ongoing support and updates to clients as their financial situations evolve Financial Planning and Advisory...
- ...Collaborate closely with cross-functional teams and mentor junior consultants to foster growth and knowledge sharing. Support deployment... ...the key integration points of FICO with other SAP modules Background in SAP Treasury and Risk Management is a plus...
- WE ARE HIRING | FINANCIAL ADVISORS Looking for a meaningful career with unlimited income potential and flexible work arrangements? Join Pru Life UK and become a Financial Advisor who helps Filipino families protect their future, build wealth, and achieve financial...
35000 - 40000 Php
...Willingness to undergo a background check About the Role: We are seeking an experienced and customer-focused Leasing Consultant to join our property management team. The successful candidate will support the team with the day-to-day processing of rental applications...- Pru Life UK Financial Advisors are trusted partners in securing brighter financial futures—for individuals, families, and businesses alike. We offer expert guidance in areas like insurance , investment planning , retirement preparation , and wealth management ...
- Provide expert financial advice to clients on investments, insurance, and retirement planning. Analyze clients' financial situations and develop tailored financial strategies.Stay updated on market trends and financial regulations. Build and maintain strong client...
- ...We are seeking motivated Freelance Loan Consultants to help clients navigate the loan application process and secure funding. In this role, you will assist borrowers in choosing the right loan products. No prior banking experience is required; we provide full training...
50000 - 200000 Php
Full job description We are seeking highly motivated and results-driven Financial Advisors to join our professional team. The successful candidate will be responsible for providing comprehensive financial planning and advisory services to clients, including investment...- Prulife UK Financial Advisors help individuals and businesses with financial planning, offering a range of services such as insurance, investments, retirement planning, and wealth management. They work on building client relationships, assessing financial needs, and providing...
- ...Job Overview We are looking for motivated, goal-oriented, and people-focused individuals to join our growing team as Financial Consultants. In this role, you will help clients protect their financial future through insurance and investment-linked solutions while building...
- Are you someone who enjoys meeting new people and listening to their stories? Are you a natural problem-solver who sees a financial gap and immediately starts building a bridge? Are you unfazed by the word "No" because you know every "Yes" changes a life? If so, you...
- PHILIPPINES: TECHNOLOGY READINESS CONSULTANT Please note that the deadline is based on Korean Standard Time Zone (KST, UTC+9) INTRODUCTION... ...efficiency improvements and operational benefits. ~Identify risks, barriers, and mitigation measures for pilot implementation....
- ...suggest a condition exists but hasn't been explicitly coded, and flag these for physician query. Audit Support: Participate in Risk Adjustment Data Validation (RADV) audits to defend the validity of submitted codes. Quality & Productivity: Maintain high accuracy...
20000 - 40000 Php per week
...to protect and enhance their financial well-being. Client Consultation: ~ Conduct one-on-one consultations with clients to assess their... ...that are best suited to meet clients’ financial goals and risk profiles. Portfolio Management: ~ Regularly review and...- ...needs Recommend the best products and solutions to fit their lifestyle and plans Guide and educate clients about the benefits and risks of financial options Provide continuous support and adjust plans as clients’ needs change Develop creative sales strategies to...
- ...Media Monitoring & Research Conduct media news searches in English and local languages Identify adverse news, reputational risks, and key business signals Collect and organize relevant news and information Support maintaining a structured database of monitored...
- ...A Financial Consultant helps clients manage their finances, plan for future goals, and make informed investment decisions. Meet with clients to assess their financial situation, goals, and risk tolerance Develop personalized financial plans (retirement, savings,...
- ...maintain relationships with individual and corporate clients. Conduct financial needs analysis to understand clients’ goals and risk tolerance. Provide ongoing support and updates to clients as their financial situations evolve. Financial Planning and Advisory...
- ...Role Overview We are seeking dynamic, goal-driven, and results-oriented individuals to join our team as Financial Consultants / Unit Managers. This role combines financial advisory services, team leadership, and business development. You will help clients achieve their...
- ...recommendations. Develop detailed financial plans to help clients meet their financial goals. Educate clients on investment strategies and risk management. Monitor clients' financial progress and make necessary adjustments to their plans. Stay updated on financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Specialty Risk Consultant. Be the first to apply!
