Client Manager

WTW•San Mateo, CA

15h•$80,000 - $90,000•Hybrid

About The Position

The Client Manager combines internal partnership and delivery activities with client-facing service, applying professional skills in Commercial Property and Casualty Insurance. The role handles day-to-day client inquiries and requests, endorsement processing, and other client deliverables as needed. It is responsible for maintaining client relationships and retention while ensuring profitability for a personally assigned book of business within the assigned team. The position manages and retains Select accounts, anticipates changing client needs by monitoring market trends, and works with internal and external parties to gather exposure and underwriting information. It reviews contracts and coverage needs, coordinates strategy meetings, finalizes and delivers exposure information, analyzes coverage gaps, manages client billing, and prepares fee or compensation agreements, proposals, and other client deliverables. It also ensures legal and compliance requirements are met, contributes to process improvements, and partners with domestic and international service centers. The position is offered with a base salary range of $80,000–$90,000 annually and eligibility for an annual short-term incentive bonus. WTW provides a competitive benefits package, subject to eligibility requirements. The role is generally performed in a hybrid working style, with remote, in-person, and in-office interactions depending on team, role, and client needs. The role requires availability to work on a Pacific Time Zone shift schedule. Employment-based non-immigrant visa sponsorship or assistance is not offered for this opportunity.

Requirements

At least 2 years of Property & Casualty insurance experience in a client-facing or carrier-facing role.
Ability to work on a Pacific Time Zone shift schedule.
College degree or equivalent work experience.
Property & Casualty insurance knowledge or experience.
Strong problem-solving capability.
Excellent verbal and written communication skills, including phone and email communication.
Analytical ability, sound decision-making skills, and conflict-resolution skills.
Problem-solving abilities including critical thinking, research, quantitative skills, and creativity.
Solid process-orientation skills.
Technology acumen to work with internal agency management systems such as Epic, ServiceHub, and Broking Platform.
Ability to work independently while appropriately engaging 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 activities and provide valid confirmation of current P&C Producers License status.

Nice To Haves

Exposure to Excel formulas and creation or manipulation of Pivot tables.
Insurance industry designations such as CPCU, ARM, CIC, or CRM; preferred but not required.

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 appropriate coverage as required by vendors and other business partners.
Schedule internal and external strategy meetings, document their outcomes, and communicate those outcomes to 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 according to 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 expertise to ongoing process improvement activities.
Partner with peers and resources in domestic and international service centers.

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 and Group Critical Illness coverage.
Life Insurance and AD&D.
Group Legal and Identity Theft Protection.
Wellbeing Program and Work/Life Resources, including Employee Assistance Program.
Paid holidays and 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 leave, and parental and adoption leave.
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 eligibility.