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JOB SNAPSHOT
Client Manager
Connecticut, United States
Senior Client Managers bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.
Major Accountabilities:
- 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
- 7+ years’ experience in the Personal Insurance/Private Client industry, preferred
- High school diploma 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
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Connecticut, United States
UNSOLICITEDCONTACT
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. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.
OUR OFFICES
Our colleagues serve more than 140 countries and markets around the world. This gives a global dimension to everything we do and creates lots of exciting opportunities for you to collaborate and grow. Explore the map below to see where you career could take you.
Meet our people
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
Salmaan Saeed
Massimiliano Abri
Burn Domingo
Theodore Coteok
Karuna Jose
Ana Cristessa Nabuab
Nichelle Daulby
Roberta Jones
Shadab Hemani
Donna O'Riordan
Mitch Dauz
Kerstin Plag
Anna Stonelake
Mathew Stewart
Ritu Batheja
Matice Morris
Catarina Carvalho
Soumya Kurup
Leonardo Araujo
Karan Patel
Poonam Yadav
Tom Leigh-Eldredge
Karan Rai
Felipe Pradel
Michael McConnell
Mel Scrutton
Irene Larbi
Kingsley Wang
Charlie (Charlotte) Garrod
Laura Punzón
Nick Alexander
Benjamin Tessier
Paul Dowding
Pei Wang
Emma White
Basil Al Hatoum
Jasmin Bedi
Anshul Garg
Emily Reading
Dominic Ferrari
Suzanne Vaughan
Nuno Arruda
EVENTS
2024 AUCC Career Fair – Spelman, Morehouse, Clark Atlantic
September 20 @ 1:00 pm - 6:00 pm2024 Fall Job & Internship Fair
September 23 @ 12:00 pm - 4:00 pmFall 2024 Career & Internship Expo
September 24 @ 10:00 am - 3:00 pm2024 Fall Career Fair: September 25 & 26
September 25 @ 11:00 am - 4:00 pmUniversity of Illinois Actuarial Science Club Meet the Firms 2024
September 25 @ 6:00 pm - 9:00 pmActuarial Science Career Fair
September 26 @ 11:00 am - 4:00 pmFall Career & Internship Expo 2024
September 26 @ 12:00 pm - 4:00 pmRisk and Insurance Career Fair Fall 2024
September 26 @ 4:30 pm - 7:45 pmFall 2024 Virtual Undergraduate Job & Internship Fair registration
September 27 @ 12:00 pm - 4:00 pmFall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pm2024 AUCC Career Fair – Spelman, Morehouse, Clark Atlantic
September 20 @ 1:00 pm - 6:00 pm2024 Fall Job & Internship Fair
September 23 @ 12:00 pm - 4:00 pmFall 2024 Career & Internship Expo
September 24 @ 10:00 am - 3:00 pm2024 Fall Career Fair: September 25 & 26
September 25 @ 11:00 am - 4:00 pmUniversity of Illinois Actuarial Science Club Meet the Firms 2024
September 25 @ 6:00 pm - 9:00 pmActuarial Science Career Fair
September 26 @ 11:00 am - 4:00 pmFall Career & Internship Expo 2024
September 26 @ 12:00 pm - 4:00 pmRisk and Insurance Career Fair Fall 2024
September 26 @ 4:30 pm - 7:45 pmFall 2024 Virtual Undergraduate Job & Internship Fair registration
September 27 @ 12:00 pm - 4:00 pmFall 2024 UBS@UCLA Consulting Night
September 30 @ 7:00 pm - 9:00 pmFall 2024 School of Business Career Fair
October 1 @ 10:00 am - 4:00 pmNorthwestern Career Advancement in Person Career Fair
October 1 @ 12:00 pm - 4:00 pmNorthwestern Career Advancement In Person Career Fair (Fall 2024)
October 1 @ 12:00 pm - 4:00 pmFall Actuarial Career Fair
October 2 @ 1:00 pm - 4:00 pmUGA Risk Management and Insurance Careers Day Fall 2024
October 2 @ 3:30 pm - 6:30 pmMaryville University Actuarial, Data, Computer Sciences, and Data Analytics Career Fair 2024
October 3 @ 11:00 am - 4:00 pmFall 2024 In-Person All Majors Career Fair
October 3 @ 11:00 am - 4:00 pmGreenberg School of Risk Management Fall 2024 Job and Internship Career Fair
October 8 @ 11:00 am - 2:00 pmMSU Diversity, Equity, Inclusion, and Belonging Career Fair
October 10 @ 3:00 pm - 9:00 pmUniversité Concordia Career Fair
October 11 @ 10:00 am - 3:00 pmThere are no upcoming events at this time.
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