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  • ID
    #5062625
  • Salary
    TBD
  • Source
    Willis Towers Watson
  • Date
    2020-09-26
  • Deadline
    2020-11-25
 
Full-time

Vacancy expired!

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 large and complex 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.

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.

Gathering

Request and compile updated

exposures and coverage information in a timely fashion. Coordinate responses

with various client contacts, locations and divisions.

History & Analysis

Oversight of Loss Run, Loss Summary

and Experience Modification processes

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).

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.

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.

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)

WTW Values and Behaviors

WTW Values & Behaviors will underpin

all roles and will guide performance criteria.

This includes a commitment to inclusion

Vision

People Leadership

Business Acumen

Results Focus / Energy & Drive

Sales / Client / Relationship Management

Plus domain expertise to be defined by

role

Vacancy expired!

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