Remote Client Success Manager - Property & Casualty

WTW group; San Francisco (CA); Remote; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid holidays

Paid time off

Job summary

WTW is seeking a Client Manager to blend internal partnership and client-facing duties within Commercial Property and Casualty insurance. You will manage Select accounts, review contracts for proper coverages, and coordinate strategy meetings while ensuring profitability of your book, in a remote setting.

Candidate should have 2+ years of P&C experience and strong communication, analytical, and problem-solving skills; licensing and designations are valuable.

Qualifications

• 2+ years of Property & Casualty insurance experience in a role that is client-facing or carrier facing.
• Can work on Pacific Time Zone shift schedule.
• 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).

Responsibilities

• Manage and retain Select accounts by revenue, industry, coverage needs.
• Maintain knowledge of market trends and changes to anticipate or understand shifting client needs.
• Review contracts to ensure client has the appropriate coverages as required by vendors and partners.
• Schedule internal and external strategy meetings and document outcomes.
• Review, finalization, and delivery of current and expiring exposures.
• Gather updated exposures and underwriting information with internal and external parties.
• Obtain updated client exposure documentation and perform needs and gap analysis.
• Manage implementation of accurate billing for clients.
• Design, prepare, negotiate, and deliver fee/compensation agreements.
• Manage processes to meet legal and compliance needs.
• Complete client proposals and other deliverables.
• Contribute to process improvement activities.
• Partner with peers and resources in domestic and international service centers.
• This is a remote opportunity.

Skills

Client-facing

Communication

Analytical thinking

Time management

Problem solving

Education

College degree

P&C Producers License

Insurance designations (CPCU/ARM/CIC/CRM) preferred

Tools

Epic

ServiceHub

Broking Platform

MS Word

MS Excel

Job description

WTW is seeking a Client Manager to blend internal partnership and client-facing duties within Commercial Property and Casualty insurance. You will manage Select accounts, review contracts for proper coverages, and coordinate strategy meetings while ensuring profitability of your book, in a remote setting.

Candidate should have 2+ years of P&C experience and strong communication, analytical, and problem-solving skills; licensing and designations are valuable.