-
ID
#5062625 -
Salary
TBD -
Source
Willis Towers Watson -
Date
2020-09-26 -
Deadline
2020-11-25
Client Manager - Lead Associate
Virginia, Arlington 00000 Arlington USAVacancy 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!