Associate Manager - Client Relationship Management

WTW • Dallas, TX

6d • $60,000 - $75,000

About The Position

The Surety & DIG Client Relationship Manager oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the team including Broking, Claims and Technical Services to ensure that the needs of the clients are met or exceeded for all client deliverables. If you’re client centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management this may be the perfect opportunity for you! The Role Manage a book of business, with expectations to retain year over year while absorbing new business to support growth Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Manage a book of business, with expectations to retain year over year while absorbing new business to support growth Prepare proposals, presentations and other client deliverables throughout the lifecycle of a program and based on client’s training needs/requests Coordinate with senior team members to compile answers to client policy and coverage questions Initiate relationships with and communicate with client decision makers and insurer personnel Identify, compile and manage information regarding account renewal and cross-sell opportunities Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained Coordinate with Broking to request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures Manage all client deliverables and delivery within mandated timeframes Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts Assist in the preparation of client submissions Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation Participate in renewal meetings to review proposed renewal with client and obtain Consent to Bind and Consent to Compensation Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed Accountable for Monthly Accounts Receivable review/collection Maintain accurate client data base and sales pipeline

Requirements

• 5+ years of commercial insurance client management experience or equivalence.
• Proven insurance industry experience related to servicing middle market and large risk managed accounts
• P&C License Required
• Knowledge of Insurance and/or Brokerage business – CIP and CRM designations preferred
• Strong technical knowledge of product area and industry
• Ability to focus on delivering exceptional client service while working in a fast paced, high-volume environment with minimal supervision
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Interpersonal skills, including relationship-building skills with clients and co-workers
• Ability to work independently and self-motivated
• Ability to work in a team setting
• Ability to multi-task and work in a fast-paced environment
• Strong customer service skills
• Strong presentation skills
• Strong Microsoft application skills

Responsibilities

• Manage a book of business, with expectations to retain year over year while absorbing new business to support growth
• Prepare proposals, presentations and other client deliverables throughout the lifecycle of a program and based on client’s training needs/requests
• Coordinate with senior team members to compile answers to client policy and coverage questions
• Initiate relationships with and communicate with client decision makers and insurer personnel
• Identify, compile and manage information regarding account renewal and cross-sell opportunities
• Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
• Coordinate with Broking to request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
• Manage all client deliverables and delivery within mandated timeframes
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts
• Assist in the preparation of client submissions
• Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
• Participate in renewal meetings to review proposed renewal with client and obtain Consent to Bind and Consent to Compensation
• Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed
• Accountable for Monthly Accounts Receivable review/collection
• Maintain accurate client data base and sales pipeline

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees