Associate Client Advocate- Construction - Account Manager

WTW group; Oregon; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Remote work

Benefits package

Job summary

WTW seeks a client/account manager to support construction client companies, retaining large accounts and managing relationships with Account Executives and coordinators. You will handle day-to-day service, respond to client questions, and develop competitive insurance programs.

Independently manage accounts up to $1MM in revenue, coordinate onboarding, and prepare proposals with producers and underwriters. Remote work across the United States; strong brokerage and P&C experience required.

Qualifications

• Minimum of 3-5 years of brokerage experience required.
• Property and Casualty account management experience required.
• Excellent written and verbal communication, public speaking, and presentation skills.
• Professional telephone etiquette and customer service skills.
• Advanced knowledge of Microsoft Office and related features.
• Ability to train, delegate, oversee, and provide feedback.

Responsibilities

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager.
• Independently manage client relationships and accounts up to $1MM in revenue.
• Serve as first point of contact to respond to client questions and requests.
• Develop, analyze, and implement competitive insurance programs and renewals.
• Manage onboarding of new clients and marketing processes for prospects.
• Prepare and review client communications and deliver proposals.
• Collaborate with producers, clients and underwriters to obtain information and quotes.
• Maintain files and input information in agency management systems.
• Provide training to Account Coordinators and possibly supervise staff.

Skills

Brokerage experience

P&C account management

Communication skills

Time management

Multitasking

Team leadership

Tools

Microsoft Office

Agency management systems

Job description

Position Summary

This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.

Location

: Remote – This position is open to candidates residing anywhere within the United States.

Note

: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

What You’ll Be Responsible For

Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.

Independently manages client relationships and accounts up to $1MM in volume revenue.

Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.

Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.

Manage the onboarding process of new clients.

Manage the marketing process for prospect companies.

Prepare and review client communications and finalize for delivery.

Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.

Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.

Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.

Perform thorough contract reviews for clients.

Perform database file management and input information. Accurately manage and maintain documents in agency management systems.

Provide training to Account Coordinators.

May manage Account Coordinators and Account Assistants.

May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)

Perform other duties and special projects as assigned.

Qualifications

Minimum of 3 - 5 years of brokerage experience is required.

Property and Casualty account management experience is required.

Excellent communication skills: written, public speaking and presentation preparation.

Excellent telephone etiquette and customer service skills, professionalism and tact.

Advanced knowledge of Microsoft Office and its more complex features.

Ability to be resourceful, take initiative, solve problems and offer solutions.

Works well with others in a fast-paced environment and is responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.

Adaptability and flexibility to address issues and client needs.

Excellent time management skills.

Ability to learn and adopt and train use of technology systems and software applications.

Excellent at multitasking and flexibility to manage ever-changing priorities and deadlines.

Ability to review internal/external deliverables to ensure accuracy.

Intermediate project planning and management.

Ability to forge relationships and build trust.

Required Certificates, Licenses, Registration:

Property and Casualty Insurance license

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 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.

Compensation

The base salary compensation range being offered for this role is $90,000 - $120,000 USD annually.

This role is also eligible for an annual short-term incentive bonus.

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 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

Retirement Benefits

: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

EOE, including disability/vets