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Willis Towers Watson

Client Manager

The Client Manager works with and supports account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional skills in Commercial Property and Casualty insurance to maintain and enhance large and complex client relationships while also insuring client retention.

 

The Role

  • Pre-Renewal Strategy
    • Facilitate documentation of internal strategy meetings, including outcomes and next steps
    • Review and manage of expiration list
    • Summarization of current program and expiring exposures
    • Facilitate completion of client advocacy reports and RFPs
  • Loss History & Analysis
    • Oversight of Loss Run, Loss Summary and Experience Modification processes
  • Binding
    • Deliver confirmation of coverage and binders
  • Invoicing
    • Coordinate billing allocations based on client/carrier instructions, as needed
    • Oversee the client billing process, including timely and accurate delivery of invoices. Resolve escalations of client-level accounting issues (including discrepancies and fee arrangements)
  • Certificates of Insurance
    • Manage the Certificate renewal process with clients to determine Certificate requirements
    • Provide necessary system documentation in order for renewal Certificates to be completed and coordinate with Certificate Center to ensure timely and accurate issuance
  • Ongoing Services
    • Ensure policy checking is completed and carrier revisions are made as needed and delivered to client on a timely basis
    • Ensure timely and accurate completion of endorsement and audit requests
    • Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues
    • Complete contract reviews as appropriate
    • Maintain and manage open items listings with clients and team
    • Deliver client reports, e.g. Accounts Receivable for Allocations, Open Claims, etc.

The Requirements
 

  • 3-5 years of commercial Property & Casualty insurance experience in a client facing role preferred
  • Property & Casualty insurance knowledge/experience required, with experience in program management of large, loss-sensitive or guaranteed cost coverage lines, and/or global master programs
  • Ability to review and understand coverage questions and insurance contract specifications
  • Knowledge of insurance renewal end to end process
  • Ability to effectively engage with carriers and clients to maintain existing business
  • Problem solving abilities, including critical thinking and adaptability
  • Project management skills, including attention to detail, organizational skills, prioritization and time management
  • Advanced Microsoft Office skills and fluency with other relevant online tools
  • Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed; if already licensed, must be able to show valid confirmation of current licensing status
  • Teamwork skills within Servicing function, to include collaboration, coaching and mentoring
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

EOE, including disability/vets

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