Client Manager - Construction

WTW•Foster City, CA

2d•Remote

About The Position

The Client Manager – Construction role combines internal partnership and delivery activities with client-facing responsibilities, applying professional skills in Commercial Property and Casualty Insurance. Day-to-day service activities may include responding to client inquiries and requests, processing endorsements, and completing other client deliverables. The role is also responsible for maintaining client relationships and retention, while ensuring profitability for a personally assigned book of business within the assigned team. The Client Manager manages and retains Select accounts, reviews client exposures and coverage needs, coordinates strategy meetings, and works with internal and external parties to gather underwriting information. The role supports accurate billing, prepares and delivers client proposals and compensation agreements, meets legal and compliance requirements, and contributes to process improvements. This is a remote opportunity, with a requirement to work a Pacific time zone shift schedule. Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this opportunity. The stated base salary range is $80,000–$90,000 annually, and the role is eligible for an annual short-term incentive bonus.

Requirements

3–4 years of Property & Casualty insurance experience in a client-facing or carrier-facing role.
3–4 years of construction experience.
College degree or equivalent work experience.
Property & Casualty insurance knowledge or experience.
Ability to work a Pacific time zone shift schedule.
Strong problem-solving capability.
Excellent verbal and written communication skills, including phone and email communication.
Analytical ability, decision-making skills, and conflict-resolution skills.
Problem-solving abilities that include critical thinking, research, quantitative skills, and creativity.
Solid process-orientation skills.
Technology acumen and ability to work with internal agency management systems.
Ability to work independently and appropriately engage extended team members across Shared Service Centers and Teams.
Strong time-management and organizational skills.
Working knowledge of computer software packages including MS Word and MS Excel.
Ability to maintain required licensing through continuing education and provide valid confirmation of current P&C Producer License status.

Nice To Haves

Exposure to Excel formulas and PivotTable creation or manipulation.
Insurance industry designations such as CPCU, ARM, CIC, or CRM.

Responsibilities

Manage and retain Select accounts based on revenue, industry, coverage needs, and other factors.
Maintain knowledge of market trends and changes to anticipate or understand shifting client needs.
Review and interpret customer contracts to ensure clients have the coverage required by vendors and other business partners.
Schedule internal and external strategy meetings, document their outcomes, and share those outcomes with relevant parties.
Review, finalize, and deliver current and expiring exposures.
Work with internal and external parties to request and gather updated exposures and underwriting information.
Obtain updated client exposure documentation and perform needs and gap analyses to ensure appropriate coverages are applied.
Manage implementation of accurate client billing based on client and carrier instructions.
Design, prepare, negotiate, and deliver fee or compensation agreements to clients as needed.
Manage process delivery to ensure legal and compliance requirements are met.
Complete client proposals and other client deliverables.
Contribute experience and expertise to ongoing process improvement activities.
Partner with peers and resources in domestic and international service centers.
Maintain required licensing through continuing education and keep current P&C Producer License status.

Benefits

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