Client Manager - Construction

WTW•San Mateo, CA

13h•$80,000 - $90,000•Hybrid

About The Position

The Client Manager – Construction role combines internal partnership and delivery activities with client-facing work, using professional expertise in Commercial Property and Casualty Insurance. Duties may include day-to-day client service, responding to inquiries and requests, processing endorsements, and completing other client deliverables. The role is responsible for maintaining client relationships and retention and ensuring profitability for a personally assigned book of business within the assigned team. The Client Manager manages and retains Select accounts based on revenue, industry, coverage needs, and other factors. The role works with internal and external parties to obtain exposure and underwriting information, analyze client needs and coverage gaps, coordinate strategy meetings, and deliver proposals and other client materials. It also supports accurate billing, negotiates client fee or compensation agreements, ensures legal and compliance requirements are met, and contributes to process improvement in partnership with domestic and international service centers. This role requires working on a Pacific time zone shift schedule. Employment-based non-immigrant visa sponsorship or assistance is not offered for this specific opportunity.

Requirements

3–4 years of Property & Casualty insurance experience in a client-facing or carrier-facing role.
3–4 years of experience in Construction.
College degree or equivalent work experience.
Property & Casualty insurance knowledge or experience.
Ability to work on a Pacific time zone shift schedule.
Strong problem-solving capability.
Excellent verbal and written communication skills, including phone and email communication.
Analytical ability, strong decision-making skills, and conflict-resolution skills.
Problem-solving abilities including critical thinking, research, quantitative skills, and creativity.
Solid process-orientation skills.
Technology acumen and ability 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 organizational skills.
Working knowledge of computer software including MS Word and MS Excel.
Must maintain required licensing through continuing education and provide valid confirmation of current Property & Casualty Producer License status.

Nice To Haves

Exposure to Excel formulas and Pivot table 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 appropriate coverage 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 coverage is 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 needs 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 client relationships and retention while ensuring profitability for 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 and Group Critical Illness coverage.
Life insurance and AD&D coverage.
Group legal benefits 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 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.