Senior Client Manager

Job summary

The Senior Client Manager leads ongoing service relationships with high-net-worth clients and manages the placement of personal lines insurance. They are responsible for providing risk management analysis, driving sales processes, and ensuring compliance with regulatory and company standards.

Job details

Senior Client Managers bring the breadth and depth of their deep technical insurance experience to add significant value to our clients' risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. 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. Major Accountabilities: * 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 QUALIFICATIONS The 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 Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * 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 [https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf] (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. Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel. This job posting is an advertisement for an existing vacancy. Equal Opportunity Employer (EOE)

What you’ll do

The Senior Client Manager leads ongoing service relationships with high-net-worth clients and manages the placement of personal lines insurance. They are responsible for providing risk management analysis, driving sales processes, and ensuring compliance with regulatory and company standards.

Requirements

Candidates must have 7+ years of experience in the personal insurance industry and hold a Property and Casualty license. A high school diploma is required, while a bachelor's degree is preferred.

Benefits

• Medical insurance
• Prescription coverage
• Dental insurance
• Vision insurance
• Health savings account
• Commuter account
• Flexible spending accounts
• Group accident insurance
• Group critical illness insurance
• Life insurance
• AD&D insurance
• Group legal
• Identity theft protection
• Wellbeing program
• Employee assistance program
• Paid holidays
• Paid time off
• Short-term disability
• Long-term disability
• Bereavement leave
• Parental and adoption leave
• Pension plan
• 401(k) plan

Listed skills

• Risk Management · Preferred
• Account Management · Preferred
• Client Relationship Management · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Risk management
• Insurance brokerage
• Account management
• Client relationship management
• High-net-worth insurance
• Sales process management
• RFP development
• Proposal development
• Risk analysis
• Policy contract analysis
• Underwriting negotiation
• EPIC agency management system
• Coverage enhancement
• Cross-selling
• Regulatory compliance
• Consultation
• Change Requests
• Presentations
• Communication
• Management
• Risk Management
• Relationship Building
• Consulting
• Negotiation
• Interpersonal Communications
• Sales
• Data Management
• Request For Proposal
• Account Management
• Critical Thinking
• Collections
• Sales Process
• Sales Prospecting
• Time Off Management
• Employee Assistance Programs
• Medical Prescription
• Service Standards
• Billing
• Accounting
• Underwriting
• Family And Medical Leave Act Of 1993
• Proposal Development
• Selling Techniques
• Agency Management
• Brokerage
• Property And Casualty Insurance License
• Personal Lines Insurance
• Certified Insurance Service Representative
• Policy Change Requests
• Retention Ratios

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Customer Service & Support
• Sales
• Client Manager
• Account Manager (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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