Client Manager

WTW•Miami, FL

11d•Hybrid

About The Position

The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.

Requirements

7+ years’ experience in the Personal Insurance/Private Client industry, preferred
High school diploma required, bachelor’s degree preferred
Property and Casualty license required
Working knowledge of Personal Lines insurance products and 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 skills, including relationship-building skills with clients and co-workers
Ability to work independently as well as in a team setting
Strong verbal and written communication skills
Presentation, organization and critical thinking skills
Industry designations such as CIC or CISR

Responsibilities

Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.
Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
Provides risk management analysis utilizing new business, renewal and claim reviews
Make recommendations to prospects and current clients to update and enhance policy contracts
Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client
Consistently prepares policy change requests, and submits requests to carriers
Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
Identifies and processes coverage enhancement and cross- sales opportunities
Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)
Multi-state and large clients
Specialty line clients

Benefits

Mental health/emotional wellbeing (including Employee Assistance Program)
medical (including prescription drug coverage and fertility benefits)
dental
vision
Health Savings Account
Commuter Accounts
Health Care and Dependent Care Flexible Spending Accounts
company-paid life insurance
supplemental life insurance
AD&D
group accident
group critical illness
group legal
identify theft protection
wellbeing program
adoption assistance
surrogacy assistance
auto/home insurance
pet insurance
other work/life resources
Paid holidays
annual paid time off (includes state/local paid leave where required)
company-paid disability (short-term and long-term disability)
other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave)
Paid Time Off
Qualified contributory pension plan (if eligible)
401(k) plan with annual nonelective company contribution
Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.