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Willis Towers Watson

Senior Client Manager, Broking

The Role

 

Major Accountabilities

 

Pre-Renewal Strategy

• Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Assistant Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions. 

•  Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.

 Proposal

• Ensure documentation of proposal changes or decisions are communicated to the client as applicable.

Binding 

• Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered.

Invoicing 

• Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).

Ongoing Services

• Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other  Service and Broking colleagues.

• Provide oversight and guidance and/or complete contract reviews.

• Oversight and guidance on the open items listings with clients. 

• Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients as needed.


 

The Requirements

  • 10+ years of insurance experience in a client facing role
  • RIBO License required
  • Quebec License desirable
  • Property & Casualty insurance knowledge required;
  • Knowledge of commercial insurance renewal end to end process
  • Strong leadership skills within Servicing function, to include delegation, coaching and mentoring.
  • Able and willing to work a flexible work schedule as agreed
  • Customer and relationship management focus
  • Negotiation skills - ability to drive conflict resolution and secure concessions without damaging relationships.
  • Excellent verbal and written communication skills
  • Problem solving skills, including critical thinking, adaptability and creativity
  • Project Management skills, including attention to detail, organization, time management, prioritization and decision-making.
  • MS Office skills and familiarity 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. 
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

 

Equal Opportunity Employer

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