Client Manager

WTW•Foster City, CA

4d•Remote

About The Position

The Client Manager is responsible for internal partnership and delivery activities as well as client-facing functions, using professional skills in Commercial Property and Casualty Insurance. The role handles day-to-day service activities such as responding to client inquiries and requests, processing endorsements, and delivering other client materials as needed. It also maintains client relationships and retention while ensuring profitability for a personally assigned book of business within the assigned team. The Client Manager manages and retains Select accounts based on factors such as revenue, industry, and coverage needs. The role reviews client contracts and exposure information, identifies coverage needs and gaps, coordinates strategy meetings, manages billing and client deliverables, and ensures legal and compliance requirements are met. This is a remote opportunity and requires working a Pacific Time Zone shift schedule. Employment-based non-immigrant visa sponsorship or assistance is not offered for this opportunity. The position offers a base salary of $80,000–$90,000 annually and is eligible for an annual short-term incentive bonus. WTW offers a competitive benefits package, subject to eligibility requirements.

Requirements

At least 2 years of Property and Casualty insurance experience in a client-facing or carrier-facing role.
Ability to work a Pacific Time Zone shift schedule.
College degree or equivalent work experience.
Property and 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.
Analytical ability, decision-making skills, and conflict-resolution skills.
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 activities as needed and provide valid confirmation of current P&C Producers License status.

Nice To Haves

Exposure to Excel formulas and creating or manipulating PivotTables.
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 and document and communicate their 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 conduct needs and gap analyses to ensure appropriate coverage is applied.
Manage 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 meet legal and compliance requirements.
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.
Handle day-to-day client service activities, including inquiries, requests, endorsement processing, and other deliverables as needed.
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 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 or 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
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