Client Manager - Personal Lines

WTW•Potomac, MD

8d•Hybrid

About The Position

The Client Manager manages placement and service for clients in the Personal Lines Department. This client-facing role applies established Personal Lines service competencies and provides timely, professional account service to meet quality sales and service standards in an automated, electronic work environment. The role serves Willis Towers Watson clients and supports account retention, sales, risk management, policy processing, and compliance. Employment-based non-immigrant visa sponsorship or assistance is not offered for this opportunity.

Requirements

Working knowledge of Personal Lines insurance products, carriers, and carrier quote and policy issuance systems.
Ability to provide consultation and expert advice to management on risk management issues.
Knowledge of principles and methods involved in promoting and selling services.
Interpersonal and relationship-building skills with clients and coworkers.
Ability to work independently and as part of a team.
Strong verbal and written communication skills.
Presentation, organization, and critical-thinking skills.
High school diploma required.
Property and Casualty license required.
Appropriate broker’s license required when required by law.

Nice To Haves

0 to 3 years’ experience in the Personal Insurance/Private Client industry preferred.
Bachelor’s degree preferred.
Industry designations such as CIC or CISR.

Responsibilities

Manage all aspects of Personal Lines placement and service for Willis Towers Watson clients in an automated, electronic work environment.
Maintain relationships with assigned accounts and support a retention ratio at or above the Personal Lines average.
Manage and assist with the sales process, including RFP and proposal development and presentations.
Provide risk management analysis through new business, renewal, and claim reviews.
Recommend policy contract updates and enhancements to prospects and current clients.
Process all phases of new business, renewals, and remarketing, including preparing applications, negotiating with underwriters, obtaining quotes, creating proposals, monitoring status, and following through on policy document delivery.
Prepare policy change requests and submit them to carriers; monitor request status, review policy documents for accuracy, and follow through on delivery of change documents to clients.
Maintain account insurance records, including hard-copy files, data management, coding, and entering and calculating information in the agency management system.
Identify and process coverage enhancement and cross-selling opportunities.
Independently resolve client, carrier, and vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, and billing controversies.
Ensure compliance with Willis Towers Watson and regulatory procedures, including WEM (Willis Towers Watson Excellence Model) and AOD (assurance of discontinuance).

Benefits

Medical insurance, including prescription coverage
Dental insurance
Vision insurance
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident coverage
Group Critical Illness coverage
Life Insurance
AD&D coverage
Group Legal benefits
Identity Theft Protection
Wellbeing Program
Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including state/local paid leave where required
Short-Term Disability
Long-Term Disability
Other leaves, including Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave
Paid Time Off for Washington roles only
Qualified contributory pension plan, if eligible
401(k) plan with annual nonelective company contribution
Non-qualified retirement plans for eligible senior-level colleagues
Annual short-term incentive bonus