Lead Associate - Client Service and Delivery

WTW•Tampa, FL

21h•Onsite

About The Position

The Lead Associate - Client Service and Delivery serves as the primary client-, network-, and market-facing contact for day-to-day service of large multinational commercial clients with U.S. operations. The role collaborates with WTW’s Global Network to process, invoice, deliver, and service globally placed U.S. policies, and acts as a U.S. specialist to support locally admitted policies and advise network producing offices on client risk needs. The position supports new and existing insurance programs through audits and reviews, identifying potential coverage gaps and opportunities to round out accounts. It gathers and reviews exposure and underwriting information, negotiates terms for domestic placements, develops client proposals, presents placement results, secures orders to bind, and completes binding with market partners. It also coordinates post-bind deliverables and ongoing client service, including midterm endorsements and audits. The role works with internal teams, centralized service centers, clients, market partners, and global network colleagues. It maintains account information and supporting compliance documentation, participates in client and strategy meetings, reviews fees with producing offices, and assists with onboarding and mentoring junior colleagues. The position is with Willis Americas Administration Inc. in Tampa, Florida.

Requirements

High school diploma.
At least three years of experience as a Commercial Lines Account Manager or in a related role.
Prior experience using insurance agency management systems, such as Applied Epic or similar software.
Experience gathering and reviewing exposure and underwriting information for U.S. commercial insurance products, including General Liability, Property Insurance, Workers’ Compensation, Business Auto Insurance, and Umbrella/Excess Liability Insurance.
Understanding of business customs and risk management practices related to the insurance industry in the LATAM region, acquired through experience working with LATAM-based clients or clients conducting business in LATAM.
Property & Casualty License in the State of Florida.

Responsibilities

Serve as the primary client-, network-, and market-facing contact for day-to-day service of large multinational commercial clients with U.S. operations.
Collaborate with the WTW Global Network to process, invoice, deliver, and service globally placed U.S. policies on an assigned book of business.
Act as the U.S. specialist for locally admitted policies issued as part of global programs and guide network producing offices on U.S. clients’ risk needs.
Conduct program audits and reviews for new and existing programs, providing feedback on potential coverage gaps and account-rounding opportunities.
Collaborate with the internal team and communicate with clients to conduct and document internal and external strategy meetings.
Gather and review exposure and underwriting information for new business and renewal placements.
Work with market partners and internal resources to negotiate terms for domestic new and renewal placements; collaborate with Placement specialists when assigned and gather or communicate information with clients.
Design and build client proposals, present placement results, secure orders to bind, and complete the binding process with market partners.
Coordinate post-bind deliverables, including premium finance quotes, invoices, proofs of coverage, and checked policy documents.
Coordinate and support day-to-day client service and consultation, including midterm change endorsements and audits, with domestic and global service center teams.
Maintain account management information in appropriate systems and support regulatory and compliance requirements, including documentation for the Global Excellence Model.
Attend client meetings as required.
Review and discuss fees with producing offices using the pricing tool to ensure remuneration is commensurate with the scope of services.
Assist with onboarding new colleagues and mentoring junior colleagues.