Willis Towers Watson

Client Manager

Posted on May 6 Scottsdale, AZ 298 views

Client Managers function as the backbone of our account management teams working collaboratively to meet and exceed client expectations. They interact regularly with both clients and insurance carriers to hammer out insurance programs that provide the best coverage protection at a reasonable cost. If you enjoy actively preparing for client meetings, researching and gathering industry and competitor data, coordinating important information, working on new and renewal marketing strategies and building and maintaining long term relationships this role would suit you well.

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

The Role

Client Managers are responsible for providing timely, accurate technical assistance to clients and client service teams and maintaining day-to-day servicing relationship with client decision-makers. They are responsible for a variety of critical activities including:

• Responsible for all aspects of servicing new business, renewals, and supporting the re-marketing process to include program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes and creating/delivering proposal documents

• Coordinate and support all day to day service deliverables such as client inquiries and requesting policy endorsements from carriers within our own workflow, or in other Central teams as appropriate

• Obtain Loss Runs annually and summarize loss history

• Obtain experience modification

• Preparation of program proposals

• Maintain knowledge of market trends and changes

• Collaborate and communicate with other service teams (e.g. NAC, Certificate Center, Surplus Lines, etc.) to smoothly and effectively complete joint work/process steps

• Gather relevant information in support of prospecting activities

• Review and analyses current and expiring exposures and identify changes

• Request and gather updated exposures and underwriting information

• Schedule and document internal strategy meetings

• Facilitate external strategy meetings and document results

• Obtain Order to Bind from client and deliver confirmation

• Perform file review and complete required forms

• Provide guidance to client on completion of updated application

• Maintain account management information in appropriate systems

• Coordinate billing allocations based on client/carrier instructions

• Resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies and collections

• Develop and deliver Client Service Handbook with instructions for claims and certificates

• Obtain audit revisions/dispute audit with carrier as applicable

• Work with Carrier on change requests and endorsements, and when verified, deliver to client

The Requirements

• 3-5 years of insurance experience in a role that is client-facing or external stakeholder-facing is required

• Property & Causality License required.

• Property & Casualty insurance knowledge/experience strongly preferred

• Customer service focus

• Excellent verbal and written communication skills to include phone conversation and email communication

• Demonstrated analytical ability, strong decision making skills, and conflict resolution

• Problem solving abilities, including critical thinking, research, quantitative skills, creativity

• Attention to detail and process orientation

• Technology acumen to adapt to multitude of technology based systems

• Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams

• Time management and organization skills

• Advanced knowledge of computer software packages including MS Word and MS Excel

• 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.

What we can offer you

• Professional and technical growth opportunities

• Competitive salary and benefits package including generous parental leave

• Diverse and inclusive work environment that encourages new ideas and personal growth

• Short feedback loop: Immediately visible impact from your contributions

• A strong team empowered to make decisions and changes

EOE, including disability/vets

More From Willis Towers Watson

Health and Benefits Intern - Summer 2021

Posted on Oct 9 Parsippany, NJ 471 Views

Employee Benefits Project Manager

Posted on May 11 New York, NY 451 Views

Client Manager Reverse Flow

Posted on May 10 Tampa, FL 278 Views

Marketing Intern

Posted on May 5 Miami, FL 458 Views

Health and Benefits Client Manager

Posted on Apr 26 San Francisco, CA 162 Views

Related Job Listings

The Travelers Companies, Inc.

Manager, Operations Business Analytics

Posted on May 20 Hartford, CT 1704 Views

Willis Towers Watson

Employee Benefits Project Manager

Posted on May 11 New York, NY 451 Views

Willis Towers Watson

Client Manager Reverse Flow

Posted on May 10 Tampa, FL 278 Views

Willis Towers Watson

Health and Benefits Client Manager

Posted on Apr 26 San Francisco, CA 162 Views

Willis Towers Watson

Client Manager

Posted on Apr 26 Grand Rapids, MI 386 Views