Willis Towers Watson

Personal Lines Client Manager

Posted on May 14 Radnor, PA 447 views

The Client Manager works with and supports account leaders to manage overall client service delivery and administration throughout Personal Lines. This position is a client facing role utilizing professional skills in Personal Insurance/Private Client insurance to maintain and enhance client relationships while also insuring client profitability.

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

The Role




  • 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




The Requirements




  • 3+ years’ experience in the Personal Insurance/Private Client industry, preferred

  • High school diploma or GED 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



EOE, including disability/vets

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