Senior Insurance Client Advocate (Remote)

Willis Towers Watson; Northern (KY); Hybrid; USD 66,000 - 104,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k)

Job summary

Willis Towers Watson is seeking an experienced client service professional for a remote role in the United States. You will manage multi-tier accounts, respond to client inquiries, and develop competitive insurance programs for renewals and new business.

Responsibilities include onboarding, marketing, proposals, and collaboration with producers and underwriters. A Property & Casualty license and strong MS Office skills are required, with potential leadership of junior staff.

Qualifications

• Minimum of 3 - 5 years of brokerage experience is required.
• Property and Casualty account management experience is required.
• Excellent communication skills: written, public speaking and presentation preparation.
• Advanced knowledge of Microsoft Office and its more complex features.
• Property and Casualty Insurance license is required.

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.
• 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

Brokerage experience

Property and Casualty

Communication skills

Customer service

Microsoft Office

Problem solving

Training & delegation

Education

Property and Casualty Insurance license

Tools

Agency management systems

Job description

Willis Towers Watson is seeking an experienced client service professional for a remote role in the United States. You will manage multi-tier accounts, respond to client inquiries, and develop competitive insurance programs for renewals and new business.

Responsibilities include onboarding, marketing, proposals, and collaboration with producers and underwriters. A Property & Casualty license and strong MS Office skills are required, with potential leadership of junior staff.