Client Manager - Personal Lines

WTW•Potomac, MD

6h•$50,000 - $75,000•Hybrid

About The Position

The Client Manager manages placement and service for clients in the Personal Lines Department. This client-facing role uses established Personal Lines service competencies to provide timely, professional account service and meet quality sales and service standards in an automated, electronic work environment. The position serves Willis Towers Watson clients and supports client retention, sales, risk management, and account servicing. 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 management with consultation and expert advice on risk management issues.
Knowledge of principles and methods involved in promoting and selling services.
Interpersonal and relationship-building skills with clients and co-workers.
Ability to work independently and as part of a team.
Strong verbal and written communication skills.
Presentation, organization, and critical-thinking skills.
Property and Casualty license required.
Appropriate broker’s license required when required by law.
High school diploma required.

Nice To Haves

0 to 3 years of experience in the Personal Insurance/Private Client industry preferred.
Bachelor’s degree preferred.
Industry designations such as CIC or CISR.
Experience with multi-state and medium clients.
Experience with specialty line clients.

Responsibilities

Manage all aspects of Personal Lines placement and service for Willis Towers Watson clients in an automated and 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 presentation.
Provide risk management analysis using new business, renewal, and claims reviews.
Recommend policy contract updates and enhancements to prospective and current clients.
Handle all phases of new business, renewal, and remarketing processing, including preparing applications, negotiating with underwriters, obtaining quotes, creating proposals, monitoring status, and following up on delivery of policy documents.
Prepare policy change requests and submit them to carriers.
Monitor change requests, review policy documents for accuracy, and follow up 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, including prescription coverage
Dental and 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
Identity Theft Protection
Wellbeing Program and Work/Life Resources, including Employee Assistance Program
Paid holidays and annual paid time off
Short-term and long-term disability
Other leave benefits, including bereavement, FMLA, ADA, jury duty, military, 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