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Willis Towers Watson

Client Manager

THE SEGMENT

Corporate Risk and Broking

We know how companies can unlock potential through effective risk management.  Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

 

THE ROLE

Overview of the role:

The Client Service Manager is responsible for maintaining day-to-day servicing relationship with client decision-makers. This position requires an organized, self-starter to effectively provide insurance brokerage and risk management services to new and existing corporate accounts. Participate in presentations with clients and prospects working within a collaborative brokerage service team. Drive insurance renewal process from gathering client exposure information through preparing final negotiated coverage terms. Answer client policy and coverage questions. Process policy changes. Research exposure and technical coverage issues to answer client questions. Assist in gathering and researching risk management/insurance information from prospects. Coordinate financial transactions including general insurance accounting and invoicing.

Responsibilities:

  • Maintaining existing corporate property and casualty accounts by providing continuous client service
  • Preparing written correspondence, reports and analysis as needed
  • Communicating effectively with client decision makers and other team members
  • Ensureing compliance with all Willis Towers Watson and regulatory procedures such as WEM, SOX, FATCA, surplus lines tax and country sanctions
  • Managing the policy checking and delivery process
  • Reviewing quotes, proposals, contract insurance requirements, rating worksheets and audits for accuracy, compliance or other insurance objectives
  • Reviewing non-standard certificate requests
  • Participating in pre-renewal internal and external meetings
  • Preparing new and renewal business submissions
  • Facilitating the ordering of loss control and claim reports
  • Making necessary fee arrangements
  • Gathering information from clients for marketing purposes
  • Assisting with resolution of client/carrier accounting issues
  • Maintaining client confidentiality

THE REQUIREMENTS

  • Bachelor Degree
  • 5 + years client management experience servicing middle market accounts
  • Knowledge of Insurance and/or Brokerage business
  • Technical knowledge of product area or industry
  • Ability to provide consultation and expert advice to management on risk management issues
  • Knowledge of principles and processes of business management
  • Knowledge of principles and methods involved in promoting and selling service
  • Personal Computer skills; proficient with MS Office Suite products
  • Clear verbal and written communication skills
  • Interpersonal skills, including relationship-building skills with clients and co-workers
  • Ability to work independently and in a team setting
  • Strong customer service, presentation and organizational skills
  • Critical thinking skills

Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis.  We support flexible working and this role will be considered on a flexible basis.

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