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CRB NA Client Specialist Team Manager

WTW

WTW

Taguig, Metro Manila, Philippines
Posted on Nov 19, 2025

The Role

Process & Stakeholder Management

  • Deliver/ Manage KPI's and metrics in line with the prescribed targets

  • Prioritize and organize work according to business priorities.

  • Develop an in depth understanding of the technical aspects of the process.

  • Driving process improvements within team for improved efficiency, client experience or better risk controls

  • Periodic review of process risks and ensuring adequate controls are in place.

  • Meeting with stakeholders to discuss process related challenges and opportunities

  • Work with relevant stakeholders for effectively resolving escalations.

  • Leading projects / tasks E2E in coordination with onshore stakeholders

Resource Planning

  • Forecasting and planning of resource requirements

  • Manage resources efficiently through peaks and troughs in the business cycle.

  • Ensure contingency planning is in place for critical resources

People Management / Development:

  • Setting appropriate goals & expectations for the team and conducting regular progress reviews.

  • Work closely with individuals and groom them to their full potential.

  • Assessing and developing competency levels to make sure team members have the expertise needed to add value to the business.

  • Proactive identification of performance issues. Creating action plan and coaching them to improve performance.

  • Conduct 1-1 and team meetings in line with Operational Engagement Framework.

  • Managing attrition and absenteeism in the team

MI Reviews

  • Lead MI reviews for the business unit and manage related tasks ensuring delivery

  • Risk Assessment & Review
    Ensure delivery of standardized policies, procedures and service standards. Ensures these are
    understood and followed by the business so that all aspects of risk management, information security, legislation and regulation are managed effectively


As a member of the NA Client Service Teams this role will be leading a team of Client Support Specialists responsible for processing of pre renewal, broking, binding and post binding activities required for placement and service of our NA CRB clients and prospects. Role will also work closely with Client Advocacy, Client Service and Broking team based out of US on a daily basis to delivery “White Glove Service” to our clients and prospects.

The Requirement

Competencies:

  • Focusing on Clients

  • Working in Teams

  • Driving Excellence

  • Influencing Stakeholders

  • Developing Talent

Qualifications: Bachelor's Degree Graduate

Skills:

  • Excellent verbal and written communication skills

  • Energetic, enthusiastic individuals

  • Logical thinking skillset is a must

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

  • Ability to prioritize and organize tasks, work within stiff timelines

  • Ability to work independently and as part of a team

Knowledge:

  • Proven track record of delivering excellent levels of Client Service across varied stakeholders through
    a large operating function

  • Experienced leader with proven ability in managing a function to deliver an agreed set of
    homogeneous processes

Eligibility Criteria

  • Minimum tenure of 24 months in the current process

  • Not on written warning for behavior or performance within the last 12 months (no CAF issued)

  • Internal Job Applicants (IJP) – will follow WTW PH guidelines on eligibility requirements such as but not limited to:

  • No outstanding performance improvement plan (PIP)

  • Should not be under disciplinary action

  • Should have maintained a rating of “3” at least two years

WTW is an equal opportunity employer.


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