Lead Associate - Client Service and Delivery

WTW•Tampa, FL

1d•Onsite

About The Position

The Lead Associate - Client Service and Delivery serves as a primary client-, network-, and market-facing contact in the day-to-day service of large multinational commercial clients with U.S. operations. The role works with WTW’s global network to process, invoice, deliver, and service globally placed U.S. policies, and acts as a U.S. specialist to help ensure locally admitted policies issued as part of global programs meet local standards. The position supports new business and renewal placements, gathers and reviews exposure and underwriting information, works with market partners to negotiate terms, designs client proposals, presents placement results, and completes the binding process. It also coordinates post-bind deliverables and ongoing client service, including midterm endorsements and audits, in collaboration with domestic and global service teams. The Lead Associate maintains account information and compliance documentation, supports client meetings and program reviews, discusses fees with producing offices, and assists with onboarding and mentoring colleagues. The role 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.
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 a 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.
Act as a U.S. specialist to help ensure locally admitted policies issued as part of global programs meet local standards.
Guide network producing offices in meeting U.S. clients’ risk needs.
Conduct program audits and reviews for new and existing programs, identify potential coverage gaps, and help round out accounts.
Coordinate and document internal and external strategy meetings with the internal team and clients.
Gather and review exposure and underwriting information for new business and renewal placements.
Negotiate terms with market partners and internal resources for domestic new and renewal placements.
Collaborate with Placement Specialists when assigned, and communicate with clients to gather and share information throughout placement.
Design and build client proposals and present placement results to clients.
Secure orders to bind and complete binding with market partners.
Coordinate post-bind deliverables, including premium finance quotes, invoices, proofs of coverage, and checked policy documents.
Support day-to-day client service and consultation, including midterm change endorsements and audits, in coordination with domestic and global service center teams.
Guide centralized service teams as needed, including Accounting Certificate Center, Renewal Services, Policy Services, Policy Checking, and Surplus Lines.
Maintain account management information in appropriate systems.
Support regulatory and compliance requirements, including Global Excellence Model documentation.
Attend client meetings as required.
Review and discuss fees with producing offices using the pricing tool to ensure remuneration reflects the scope of services.
Assist with onboarding new colleagues and mentoring junior colleagues.