Client Manager

WTW; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Retirement Benefits

Paid Time Off

Job summary

A global advisory firm is seeking a Client Manager in Atlanta, GA. This role involves managing client relationships and ensuring the delivery of insurance services. Candidates should have over 3 years of experience in Property & Casualty insurance, a college degree or equivalent work experience, and excellent communication skills. The position offers a competitive salary ranging from $90,000 to $120,000 annually, along with an annual short-term incentive bonus and extensive health benefits.

Qualifications

• 3+ years of Property & Casualty insurance experience in a client-facing or carrier-facing role.
• Demonstrated problem-solving abilities and strong decision-making skills.
• Valid confirmation of current status of P&C Producers License.

Responsibilities

• Manage and retain select accounts based on various factors.
• Review customer contracts to ensure coverage requirements.
• Coordinate strategy meetings and document outcomes.

Skills

Property & Casualty insurance experience

Strong problem-solving capability

Excellent verbal and written communication skills

Time management and organization skills

Technology acumen

Analytical ability

Education

College degree or equivalent work experience

Tools

MS Word

MS Excel

Epic

ServiceHub

Broking Platform

Job description

Client Manager

Join WTW as a Client Manager. WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.

Company

WTW has 40,000 employees serving more than 140 countries.

Job Description

The Client Manager role is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent’s professional skills in Commercial Property and Casualty Insurance. This includes day-to-day service activities such as client inquiries, endorsement processing and other deliverables as necessary, while maintaining client relationships, retention and ensuring profitability on a personally assigned book of business. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Responsibilities

• Responsible to manage and retain select accounts as determined by revenue, industry, coverage needs, and other factors
• Maintain knowledge of market trends and changes to anticipate or understand shifting client needs
• Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners
• Scheduling of internal and external strategy meetings and documenting and socializing the outcomes of the meeting
• Review, finalization, and delivery of current and expiring exposures
• Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information
• Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied
• Manage implementation of accurate billing for clients based on client/carrier instructions
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients as needed
• Manage process delivery to ensure any legal and/or compliance needs are met
• Responsible for completion of client proposals and other client deliverables
• Uses experience and expertise to contribute to ongoing process improvement activities
• Partnership with peers and resources in domestic and international service centers

Qualifications

• 3+ years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
• College degree or equivalent work experience required
• Property & Casualty insurance knowledge/experience required
• Demonstrate strong problem-solving capability
• Excellent verbal and written communication skills to include phone conversation and email communication
• Demonstrated analytical ability, strong decision-making skills, and conflict resolution
• Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity
• Solid process orientation skills
• Technology acumen to work within various internal agency management systems (Epic, ServiceHub, Broking Platform, etc.)
• Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
• Strong time management and organization skills
• Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus)
• Must successfully maintain required licensing by completing various Continuing Education activities as needed. Must be able to show valid confirmation of current status of P&C Producers License
• Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

Compensation

Base salary compensation range being offered for this role is $90,000.00-$120,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.

Benefits

• 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 (only included for Washington roles)
• 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.

EEO Statement

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a “hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets.

Posting Information

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.