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Willis Towers Watson

Lead Associate Client Service & Delivery - 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 profitability.

 

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

 

The Role

 

Pre-Renewal Strategy

  • Schedule and facilitate documentation of internal strategy meetings, including outcomes and next steps.
  • Review and management of expiration list.
  • Summarization of current program and expiring exposures.
  • Facilitate completion of external strategy presentation and documentation of meeting.

Information Gathering

  • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. 

Loss History & Analysis

  • Oversight of Loss Run, Loss Summary and Experience Modification processes

Needs/Gap Analysis

  • Review client exposure updates and identify recommendations for upcoming program coverages.

Proposal

  • Prepare Program-level proposal and coordinate information from all resources.

Binding

  • Obtain Order to Bind from the client, and deliver confirmation of coverage and binders.
  • Complete Final Review of Program-level placement, as applicable.

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 to be completed and coordinate with Certificate Center to insure timely and accurate issuance.

Ongoing Services

  • Ensure policy checking is completed, 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.
  • 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 required
  • 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 specification of contracts.
  • Knowledge of insurance renewal end to end process
  • Leadership – applies judgement; directs and motivates other individuals; takes lead in small groups and promotes teamwork.
  • Relationship Management and customer focus – collaborates to serve clients and help resolve conflicts
  • Ability to effectively engage with carriers and clients to maintain renewal terms and existing business.
  • Strong verbal and written communication skills
  • 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.
  • Ability to work independently
  • 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.
  • Leadership and teamwork skills within Servicing function, to include delegation, coaching and mentoring.
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM) 

WTW Values and Behaviors

  • WTW Values & Behaviors will underpin all roles and will guide performance criteria.
  • This includes a commitment to inclusion and diversity. 

WTW Competencies

  • Strategic Vision
  • People Leadership
  • Business Acumen
  • Results Focus/Energy & Drive
  • Sales/Client/Relationship Management
  • Plus domain expertise to be defined by role 

WTW Values and Behaviors

  • WTW Values & Behaviors will underpin all roles and will guide performance criteria.
  • This includes a commitment to inclusion and diversity. 

WTW Competencies

  • Strategic Vision
  • People Leadership
  • Business Acumen
  • Results Focus/Energy & Drive
  • Sales/Client/Relationship Management
  • Plus domain expertise to be defined by role

 

EOE, including disability/vets

Apply Now

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