Client Manager

Job description

JOB DESCRIPTION

Client Managers function as the back bone 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.

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.

Major Accountabilities:

Pre-Renewal Strategy

·  Schedule and facilitate documentation of internal strategy meetings, including outcomes and next steps.
·  Review and management of expiration list.
·  Summarization of current program and expiring exposures.
·  Facilitate completion of external strategy presentation and documentation of meeting. 

Information Gathering

·  Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. 

Loss History & Analysis

·  Oversight of Loss Run, Loss Summary and Experience Modification processes

Needs/Gap Analysis

·  Review client exposure updates and identify recommendations for upcoming program coverages.

Proposal

·  Prepare Program-level proposal and coordinate information from all resources.

Binding

·  Obtain Order to Bind from the client, and deliver confirmation of coverage and binders.
·  Complete Final Review of Program-level placement, as applicable.

Invoicing

·  Coordinate billing allocations based on client/carrier instructions, as needed.
·  Oversee the client billing process, including timely and accurate delivery of invoices. Resolve escalations of client-level accounting issues (including discrepancies and fee arrangements).

Certificates of Insurance

·  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.

Ongoing Services

·  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.
·  Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues.
·  Complete contract reviews.
·  Maintain and manage open items listings with clients and team.
·  Deliver client reports, e.g. Accounts Receivable for Allocations, Open Claims, etc.

The Requirements

·  3 years of commercial Property & Casualty insurance experience in a client facing role required
·  Middle Market insurance knowledge/experience (guaranteed cost) strongly preferred
·  Experience with Public Entities preferred
·  Knowledge of insurance renewal end to end process
·  Ability to review and understand coverage questions and insurance specification of contracts.
·  Leadership – applies judgement; directs and motivates other individuals; takes lead in small groups and promotes teamwork.
·  Relationship Management and customer focus – collaborates to serve clients and help resolve conflicts
·  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.
·  Ability to work independently
·  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.
·  Leadership and teamwork skills within Servicing function, to include delegation, coaching and mentoring.
·  Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more atwillistowerswatson.com .

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity:Know your rights .

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.