Senior Client Manager

WTW • Hartford, NY

5d • $100,000 - $150,000

About The Position

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com . The Role The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.

Requirements

• 7+ years’ experience in the Personal Insurance/Private Client industry, preferred
• High school diploma required, bachelor’s degree preferred
• Property and Casualty license required
• Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems
• Ability to provide consultation and expert advice to management on risk management issues
• Knowledge of principles and methods involved in promoting and selling services
• Interpersonal skills, including relationship-building skills with clients and co-workers
• Ability to work independently as well as in a team setting
• Strong verbal and written communication skills
• Presentation, organization and critical thinking skills
• Industry designations such as CIC or CISR

Responsibilities

• Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.
• Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
• Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
• Provides risk management analysis utilizing new business, renewal and claim reviews
• Make recommendations to prospects and current clients to update and enhance policy contracts
• Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client
• Consistently prepares policy change requests, and submits requests to carriers
• Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
• Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
• Identifies and processes coverage enhancement and cross- sales opportunities
• Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
• Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)
• Multi-state and large clients
• Specialty line clients

Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees