Willis Towers Watson - Nashville, TN

posted 19 days ago

Full-time - Mid Level
Nashville, TN
Professional, Scientific, and Technical Services

About the position

We are looking for a driven, client-centric associate to join a high-performance team, exclusively supporting WTW's REHL Division Chair, Danielle Lombardo. Danielle's team culture is one of teamwork, proactive, consistent communication and challenging the status quo around client service. She is a passionate advocate for her team, making sure everyone is well supported, resourced and has the capacity to grow in their career. This position is a client-facing role responsible for directly supporting commercial property & casualty insurance client relationship management efforts and coordinating all service activity at the program level. The ACA is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to clients.

Responsibilities

  • Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan.
  • Partner with the producer or Client Advocate to facilitate and lead external strategy meetings.
  • Ensure in-session documentation is kept and that meeting outcomes & next steps are finalized at conclusion.
  • Ensure updated exposures and coverage information is completed in a timely fashion.
  • Provide guidance to the Client Specialist on completion of updated information and applications and coordinate responses with various client contacts, location and divisions.
  • Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.
  • Design program level proposal content and coordinate inputs of information from broking and other resources.
  • Participate in the proposal delivery meeting to lead program level discussion.
  • Ensure documentation of proposal changes or decisions are communicated to the client as applicable.
  • Ensure that the order to bind is received from the client and that the confirmation of coverage and binders are delivered.
  • Provide guidance to the Client Specialist throughout the binding process, including program subjectivities as applicable.
  • Oversight of final review with client manager as applicable.
  • Develop the allocation methodology and coordinate billing allocations as needed.
  • Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues.
  • Management and oversight of timely and accurate completion of endorsement and audit requests.
  • Responsibility to review finalize and deliver retro adjustments.
  • Respond to midterm client inquiries in partnership with other service and broking colleagues.
  • Provide oversight and guidance and/or complete contract review.
  • Oversight and guidance on the open items with clients.
  • Provide leadership and support for ongoing client projects and subsequent reporting and analysis.
  • Coordinate and facilitate meetings, seminars and other engagement-type activities for clients.
  • Coordinate and lead the onboarding of new clients.

Requirements

  • Minimum of 5 years of insurance experience in a client facing role.
  • Property & Casualty insurance knowledge required.
  • Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps and ongoing coverage consultation.
  • Ability to interpret, analyze and present models.
  • Knowledge of commercial insurance renewal end to end process.
  • Strong leadership skills within servicing function, to include delegation coaching and mentoring.
  • Demonstrate organizational leadership and influence with matrixed colleagues like broking.
  • 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.
  • Basic 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).

Nice-to-haves

  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM).
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