Client Manager

WTW•Foster City, CA

4d•Remote

About The Position

The Client Manager handles a blend of internal partnership and delivery activities and client-facing functions, applying professional skills in Commercial Property and Casualty Insurance. The role includes day-to-day service activities such as responding to client inquiries and requests, processing endorsements, and completing other client deliverables. The Client Manager maintains client relationships and retention and is responsible for the profitability of a personally assigned book of business within the assigned team. The role manages and retains Select accounts based on factors such as revenue, industry, and coverage needs. It involves keeping current on market trends, reviewing client contracts and coverage needs, coordinating strategy meetings, managing exposure and underwriting information, analyzing coverage needs and gaps, and overseeing billing and client deliverables. The Client Manager also supports process improvement and collaborates with peers and resources in domestic and international service centers. This is a remote opportunity. The role requires working on a Pacific Time Zone shift schedule. Employment-based non-immigrant visa sponsorship or assistance is not offered for this position.

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, including critical thinking, research, quantitative skills, and creativity.
Excellent verbal and written communication skills, including phone and email communication.
Demonstrated analytical ability, decision-making skills, and conflict-resolution skills.
Solid process-orientation skills.
Technology acumen to work with internal agency management systems, such as Epic, ServiceHub, and Broking Platform.
Ability to work independently and appropriately engage extended team members across Shared Service Centers and Teams.
Strong time-management and organization skills.
Working knowledge of computer software packages, including MS Word and MS Excel.
Must maintain required licensing through continuing education activities as needed 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 required by vendors and other business partners.
Schedule internal and external strategy meetings and document and communicate meeting outcomes.
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 coverage is applied.
Manage implementation of accurate client billing based on client and carrier instructions.
Design, prepare, negotiate, and deliver fee and 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.
Handle day-to-day client service activities, including inquiries, requests, endorsement processing, and other deliverables.
Maintain client relationships and retention while ensuring profitability of an assigned book of business.

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
Identity Theft Protection
Wellbeing Program
Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including state and 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