Client Manager / U.S. Broker - Incoming Specialty Group

Socket.dev; Tampa (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Paid Holidays

401k

Job summary

WTW is a leading global advisory, broking and solutions company providing risk management and insurance services in the U.S. hybrid work environment. The Incoming Specialty Client Manager / U.S.

Broker role focuses on client-facing brokerage for multinational accounts, managing placements, renewals, and delivering high-quality service aligned with global strategy. The position requires 5+ years in commercial Property & Casualty brokerage, a broker license, and strong communication.

Qualifications

• Strong verbal and written communication skills.
• Knowledge of commercial insurance coverage forms and renewal processes.
• Experience in client-facing and market-facing broker roles.

Responsibilities

• Serve as the primary U.S. brokerage lead for assigned multinational accounts.
• Provide insights on U.S. insurance market trends and regulatory requirements.
• Manage placements, renewals, and client service across markets.
• Coordinate with Global Service Delivery teams for billing and policy checks.
• Support invoicing accuracy and collections.

Skills

Communication skills

Time management

Attention to detail

Relationship building

AI-enabled tools

Compliance knowledge

Education

High School Diploma

Bachelor’s Degree preferred

Tools

AI-enabled tools

Job description

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.

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

The Role

This mission-critical, mid-level hybrid role sits at the intersection of client delivery, market execution, and global collaboration. The Incoming Specialty Client Manager / U.S. Broker supports the U.S. operations of multinational clients by executing placements, managing renewals, and delivering consistent, high-quality service aligned with defined global program strategy. The role is both client-facing and market-facing, requiring a strong foundation as a U.S. Property & Casualty broker with global program awareness.

Essential Duties and Responsibilities:

• Serve as the primary U.S. brokerage lead for assigned incoming multinational accounts, collaborating with the WTW global network and insurance carriers.
• Act as a trusted advisor to clients and overseas colleagues on U.S. insurance market trends, coverage, compliance, and regulatory requirements.
• Maintain regular, proactive communication with clients, colleagues, insurance markets, and offshore Global Service Delivery teams.
• Own execution of domestic U.S. insurance placements for assigned accounts, independently placing smaller risks and applying defined program strategy when supporting larger or more complex placements.
• Collect, review, and analyze exposure and underwriting data; prepare and present submissions to markets or coordinate with specialty brokers.
• Analyze quotes and present competitive proposals with clear coverage comparisons and recommendations.
• Manage policy placements through binding, issuance, endorsements, and audits, ensuring coverage accuracy.
• Retain and grow the assigned book of business through strong client relationships and delivery of an exceptional service experience.
• Provide day-to-day oversight, mentoring, and collaboration with a Client Specialist and Global Service Delivery teams.
• Recommend appropriate solutions throughout the policy term, including M&A and acquisition due diligence support.
• Coordinate and oversee Global Service Delivery (GSD) activities, including policy checking, accounting, billing, certificates, and auto ID issuance.
• Support client fee and compensation agreements; oversee invoicing accuracy, billing, collections, aged receivables, and bad debt resolution.
• Ensure full compliance with U.S. legal, regulatory, and internal governance requirements, including SOX, FATCA, surplus lines, sanctions, and the Excellence model.

Responsibilities

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Qualifications

The Requirements

• 5+ years of commercial Property & Casualty insurance experience in a client‑facing and market‑facing brokerage or underwriting role or demonstrated ability to perform role responsibilities.
• High School Diploma required; Bachelor’s Degree preferred
• Active or obtainable U.S. Property & Casualty broker license, including compliance with continuing education requirements.
• Exceptional verbal and written communication skills, with the ability to build and manage relationships effectively with clients, colleagues, insurance markets, and offshore Global Service Delivery teams across email, phone, video, and in-person interactions. Foreign language proficiency is a plus.
• Strong knowledge of commercial insurance coverage forms and the end-to-end renewal process, with demonstrated ability to support market negotiations and deliver high-quality client service.
• Demonstrated strengths in time management, prioritization, attention to detail, customer service, sound judgment, and a commitment to continuous professional growth.
• Proficiency in leveraging approved AI-enabled and digital tools to enhance productivity, workflow efficiency, knowledge sharing, and client outcomes, while applying sound judgment to ensure accuracy, relevance, compliance, and business value.
• Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use, with a commitment to continuous learning and adoption of emerging technologies.

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.

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.

Compensation

The base salary compensation range being offered for this role is $65,000 - $90,000 USD per year.

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 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).

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.

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 understand flexibility is key to supporting an inclusive and diverse workforce and so 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