Willis Towers Watson

Associate Client Service & Delivery - Client Manager

Posted on Oct 30 4 views Chicago, IL



Client Manager 

is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance. If you’re looking for an opportunity to take your career to the next level in Property and Casualty Insurance with an industry leading organization you should apply today!

The Role

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Client Manager is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance. These can include day to day service activities such as client inquiries and requests, endorsement processing and other client deliverables as necessary. The Client Manger role also has responsibility for maintaining client relationships and retention, while also ensuring client profitability on a personally assigned book of business, within the assigned team. Responsibilities include but are not limited to:

  • Managing and retaining Select accounts as determined by revenue, industry, coverage needs, and other factors 
  • Maintaining knowledge of market trends and changes to anticipate or understand shifting client needs 
  • Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners
  • Scheduling internal and external strategy meetings and documenting and socializing the outcomes of the meeting 
  • Reviewing, finalizing and delivering current and expiring exposures
  • Working with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
  • Obtaining updated client exposure documentation, performing needs and gap analysis to ensure appropriate coverages are applied
  • Managing implementation of accurate billing for clients based on client/carrier instructions
  • Designing, preparing, negotiating and delivering fee/compensation agreements to clients as needed
  • Managing process delivery to ensure any legal and/or compliance needs are met 
  • Coordinating all duties as necessary with Associate Client Managers 
  • Completing client proposals and other client deliverables
  • Uses experience and expertise to contribute to ongoing process improvement activities
  • Partnering with peers and resources in domestic and international service centers

The Requirements


  • 2-4 years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
  • College degree or equivalent work experience required
  • Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status
  • Property & Casualty insurance knowledge/experience required
  • Demonstrate strong problem solving capability 
  • Excellent verbal and written communication skills to include phone conversation and email communication
  • Demonstrated analytical ability, strong decision making skills, and conflict resolution
  • Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity
  • Solid process orientation skills 
  • Technology acumen to work within various internal agency management systems (Epic, ServiceHub, CPW, etc.)
  • Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
  • Strong time management and organization skills
  • Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

EOE, including disability/vets