The Client Operations Specialist (COS) will support the North America Operations Team by helping ensure that operational processes, standards, key performance indicators (KPIs), and service level agreements (SLAs) are met and exceeded. This role will help maintain compliance with internal policies and regulatory requirements. In addition, they will provide support to the Head of National Projects & Operations Support, with various North America projects and initiatives.
Key responsibilities include assisting with Account Receivable management to ensure proper financial alignment, providing support in month-end activities such as Left to Bill (LTB) and the accrual process.Â
The COS will help drive strategic process improvements and technology enhancements across North America and serve as a subject matter expert for specific operational processes.Â
Additional responsibilities will include assisting with strategic planning, coordinating internal workflows, ensuring adherence to compliance and regulatory standards, and supporting the broader operational objectives of WTW. Through cross-functional collaboration, this role contributes to improving operational efficiency, reinforce financial initiatives, and supporting the overall success of the organization.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Work closely with leadership to drive reduction in overall Accounts Receivables/Bad Debt
- Assist with tracking month/quarter end accruals and ensuring timely completion of the billing
- Work closely with Head of National Projects and NA Leadership to identify opportunities for continuous improvement as it relates to billing, fees, surplus lines, RFIs, adoption metrics, SOPS, and system applications
- Champion strategic change in processes and technology
Promote adoption and improvement of timely invoicing and month-end activities such as Left to Bill (LTB) and Accounts Receivables (AR)Â
Support leadership with management and dissemination of data and metrics
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