Remote Insurance Client Advocate

WTW; South Jordan (UT); On-site; USD 66,000 - 104,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Job summary

WTW in the United States seeks an experienced Account Manager to support construction client accounts, manage day-to-day service, and retain large, complex clients through proactive relationship management.

You will handle onboarding, coordinate with Account Executives and underwriters, prepare proposals, and train junior staff. A Property & Casualty license and 3–5 years of brokerage experience are required.

Qualifications

• 3–5 years of brokerage experience required.
• Property and Casualty account management experience required.
• Excellent written, verbal communication and presentation skills.
• Excellent telephone etiquette and customer service skills.
• Advanced knowledge of Microsoft Office and its more complex features.
• Ability to train, delegate, provide oversight and give feedback.
• Adaptability and flexibility to address issues and client needs.
• Ability to learn and adopt technology systems and software applications.
• Multitasking and ability to manage changing priorities and deadlines.
• Ability to forge relationships and build trust.

Responsibilities

• 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.

Skills

Account management

Client relationship

Communication

Microsoft Office

Problem solving

Team leadership

Training

Tools

Microsoft Office

Job description

WTW in the United States seeks an experienced Account Manager to support construction client accounts, manage day-to-day service, and retain large, complex clients through proactive relationship management.

You will handle onboarding, coordinate with Account Executives and underwriters, prepare proposals, and train junior staff. A Property & Casualty license and 3–5 years of brokerage experience are required.