Digital Engagement Associate Manager
Department:
Job Summary
Internal Job Posting (IJP) Lateral & Vertical: Eligible colleagues at Level 58 & Level 63 can apply
About the Team
The Client Specialist team is responsible for managing a portfolio of North America CRB Property & Casualty (P&C) clients within a specific industry vertical ensuring exceptional service delivery and a high-touch client experience. The team partners closely with Client Advocacy Broking teams & functional team to deliver seamless proactive service to the clients
About the Role
The Project Specialist - Client Experience & Digital Engagement will provide project coordination reporting analytics and operational support for Client Experience Voice of Customer Digital Engagement Analytics across the team supporting North America.
This role is intended for a hands-on delivery resource who can organise workstreams maintain project trackers support data analysis prepare reports coordinate meetings and follow-ups and help teams progress strategic initiatives under guidance from programme and business leads.
Principal Duties / Responsibilities
Project coordination and execution
Support planning and coordination of Client Experience and Digital Engagement workstreams.
Maintain project plans action logs milestone trackers meeting notes risks issues and dependency logs.
Coordinate meetings follow-ups stakeholder inputs and working group activities.
Track adoption participation deliverables and completion of agreed actions.
Voice of Customer and client feedback support
Organise and consolidate client feedback collected through surveys interviews stakeholder interactions and other channels.
Support client satisfaction survey administration NPS activities and feedback reporting.
Assist with customer journey mapping client advocacy reviews and documentation of improvement opportunities.
Summarise feedback themes and support preparation of leadership updates.
Data and reporting support
Pull validate and organise data from Power BI and other reporting platforms.
Support recurring dashboards scorecards account planning reports and account health summaries.
Cross-reference reporting sources to support analysis and identify trends or gaps.
Prepare draft reports executive summaries and presentations for review by programme leads.
Digital engagement and AI initiative support
Support digital engagement initiatives client-facing technology updates and portal experience improvement activities.
Coordinate pilot activities testing feedback collection and adoption tracking for AI and automation initiatives.
Support documentation requirements gathering status reporting and issue follow-up with technology and analytics teams.
Assist with E365 enhancements dashboard initiatives and digital engagement reporting.
Stakeholder and communications support
Coordinate inputs across Client Experience Digital Engagement Technology Analytics Marketing Operations and business teams.
Prepare meeting agendas minutes action summaries and simple stakeholder communications.
Support change management activities training logistics and adoption communications.
Responsibilities
-
Qualifications
Bachelors degree in Business Management Analytics Technology Marketing Project Management Customer Experience or related field.
Project management Agile Lean analytics Power BI or related certification is preferred but not mandatory.
Experience
Minimum 3 to 5 years of experience in project coordination business operations analytics reporting client experience digital engagement or related fields.
Experience supporting multiple priorities trackers status updates and stakeholder follow-ups.
Experience preparing reports dashboards presentations and summary materials.
Exposure to Voice of Customer client feedback NPS survey management or customer experience programmes is preferred.
Professional services consulting brokerage insurance or financial services exposure is helpful but not mandatory.
Skills
Strong organisation follow-through attention to detail and project coordination skills.
Comfortable working with data Power BI reports dashboards spreadsheets and multiple information sources.
Good written and verbal communication skills with ability to prepare clear summaries and updates.
Ability to work with cross-functional teams and escalate risks issues and dependencies early.
Interest in AI automation digital transformation and client-facing technology initiatives.
Application process:
- Application review
- Virtual or in person interviews
- Technical assessment / interview
- Offer & onboarding
WTW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin age protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.
Required Experience:
Manager