Lead Associate - Client Service and Delivery

WTW; Tampa (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

WTW is seeking a Lead Associate - Client Service and Delivery in Tampa, FL. You will serve as the primary client, network, and market-facing contact for large multinational commercial clients with US operations, coordinating with the global network to service US policies.

You will gather exposure and underwriting information, negotiate terms with market partners, and guide internal teams through the binding and post-bind processes while ensuring regulatory compliance and high-quality client

Qualifications

• High School Diploma and 3 years of commercial lines account management experience.
• Experience with insurance agency management systems (Applied Epic or similar).
• Experience reviewing exposure and underwriting information for US commercial insurance lines.
• Florida Property & Casualty license.

Responsibilities

• Serve as primary Client, Network, and Market-Facing contact for large multinational commercial clients with US operations.
• Collaborate with Willis Americas network to process, invoice, deliver, and service US policies.
• Design and present client placement proposals and manage binding process.
• Support day-to-day client service including midterm changes and renewals.
• Ensure regulatory and compliance documentation.

Skills

Client service

Regulatory compliance

Insurance knowledge

Education

High School Diploma

FL Property & Casualty License

Tools

Applied Epic

Job description

Description

WTW is a leading global advisory, broking and solutions company that provides data-driven, insight-led solutions in the areas of people, risk and capital. Utilizing the global view and local expertise of our approximately 47,000 colleagues serving more than 140 countries and markets, we help organizations sharpen strategies, enhance resilience, motivate workforces and maximize performance. 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.

Description

WTW is a leading global advisory, broking and solutions company that provides data-driven, insight-led solutions in the areas of people, risk and capital. Utilizing the global view and local expertise of our approximately 47,000 colleagues serving more than 140 countries and markets, we help organizations sharpen strategies, enhance resilience, motivate workforces and maximize performance. 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.

The Business

The Corporate Risk & Broking (‘CRB’) business places more than $34 billion of premiums into the insurance markets on an annual basis and delivers integrated global solutions tailored to client needs. This is underpinned by data and analytics through a balanced matrix of global lines of business and local Property and Casualty businesses, across four geographical areas: North America, Great Britain, Western Europe and International. Globally, and across the businesses, our specialized and data-driven approach is underpinned by our risk analytics and climate analytics propositions.

The Role

Duties

• Lead Associate - Client Service and Delivery with Willis Americas Administration Inc. in Tampa, FL.
• Serve as primary Client, Network, and Market-Facing contact in the day-to-day service of large multinational commercial clients with US operations.
• Collaborate and communicate with the WTW Global Network to process, invoice, deliver, and service globally placed US policies on an assigned book of business.
• Act as US-specialist to ensure locally admitted policies issued as part of global programs are in good local standard. Provide guidance to Network producing offices to ensure US clients’ risk needs are met.
• Conduct program audit/review for new and existing programs, providing feedback on potential gaps in coverage and rounding out accounts.
• Collaborate with the internal team and communicate with the client to conduct and document internal and external strategy meetings.
• Gather and review exposure and underwriting information for new business and renewal placements.
• Work with market partners and internal resources to negotiate terms on domestic new and renewal placements, delivering superior programs for clients. If a Placement Specialist is assigned on specific lines of business, collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client.
• Design and build full client proposal and present placement results to the client. Secure order to bind and complete the binding process with market partners.
• Work with internal teams to provide post-bind deliverables including Premium Finance quotes, invoices, proofs of coverage, checked policy documents.
• Coordinate and support day-to-day client service and consultation, including midterm change endorsements and audits. This is done in conjunction with Domestic and Global Service Center teams (e.g., Accounting Certificate Center, Renewal Services, Policy Services, Policy Checking, Surplus Lines) and providing guidance to centralized teams as necessary.
• Ensure maintenance of account management information in appropriate systems. Support adherence to regulatory and compliance needs including support of the Global Excellence Model through appropriate documentation.
• Attend client meetings as required.
• Review and discuss fee with producing offices based on pricing tool to ensure remuneration commensurate with scope of services.
• Assist in onboarding new colleagues and mentoring junior colleagues.

Qualifications

The Requirements

Requirements

• High School Diploma, plus three (3) years of experience as a Commercial Lines Account Manager or a related role.
• Prior experience using insurance agency management systems, such as Applied Epic or similar software.
• Prior experience gathering and reviewing exposure and underwriting information for U.S. commercial insurance products, including General Liability, Property Insurance, Workers’ Compensation, Business Auto Insurance, and Umbrella/Excess Liability Insurance.
• Understanding of business customs and risk management practices related to the insurance industry in the LATAM region, acquired through experience working with LATAM-based clients or clients conducting business in LATAM.
• Property & Casualty License in the State of Florida.