Associate Manager - Client Relationship Management

WTW•Dallas, TX

14h

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 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

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