Willis Towers Watson

Client Manager

Posted on Apr 2 36 views Pittsburgh, PA


Client Managers are the foundation of our account management teams, working collaboratively to meet and exceed client expectations. They interact regularly with both clients and insurance carriers to create insurance programs that provide the best coverage protection at a reasonable cost. You will actively prepare for client meetings, research and gather industry and competitor data, while working on renewal strategies and building and maintaining long term relationships. If you enjoy these activities while working in a fast-paced - client first environment, then this role is for you!

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



The Role


The Client Manager works with and supports account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional skills in Commercial Property and Casualty insurance to maintain and enhance middle market client relationships while also insuring client profitability.

  • Develop Pre-Renewal Strategy and Proposals
  • Schedule and facilitate documentation of internal strategy meetings, including outcomes and next steps.
  • Review and ongoing management of expiration list.
  • Summarization of current program and expiring exposures.
  • Facilitate completion of external strategy presentation and documentation of meeting.
  • Prepare Program-level proposal and coordinate information from all resources.
  • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions.
  • Oversight of Loss Run, Loss Summary and Experience Modification processes
  • Review client exposure updates and identify recommendations for upcoming program coverages.
  • Coordinate billing allocations based on client/carrier instruction.
  • Oversee the client billing process, including timely and accurate delivery of invoices.
  • Manage the Certificate renewal process with clients to determine Certificate requirements.
  • Provide necessary system documentation in order for renewal to be completed and coordinate with Certificate Center to insure timely and accurate issuance.
  • Ensure policy checking is completed, carrier revisions are made as needed and delivered to client on a timely basis.
  • Ensure timely and accurate completion of endorsement and audit requests.
  • Complete contract reviews.

The Requirements


  • 2-5 plus years of commercial Property & Casualty insurance experience in a client facing role required
  • Middle Market insurance knowledge/experience (guaranteed cost) strongly preferred.
  • Knowledge of insurance renewal end to end process
  • Ability to review and understand coverage questions and insurance specification of contracts.
  • Ability to effectively engage with carriers and clients to maintain renewal terms and existing business.
  • Strong verbal and written communication skills
  • Problem solving abilities, including critical thinking and adaptability.
  • Project management skills, including attention to detail, organizational skills, prioritization and time management.
  • Advanced Microsoft Office skills and fluency with other relevant online tools.
  • 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 licensing status.
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

EOE, including disability/vets