Senior Personal Lines Client Manager

Willis Towers Watson; Cockeysville (MD); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Disability coverage

Life insurance

Job summary

Willis Towers Watson seeks a Senior Client Manager to oversee the placement and service of Personal Lines for High Net Worth clients. The role is client-facing and uses an automated work environment to deliver timely service, quotes, and policy delivery.

You will manage relationships, assist in the sales process, perform risk analysis, and collaborate with underwriters to ensure accurate policy documents and renewals. A P&C license and 7+ years' experience are preferred.

Qualifications

• 7+ years of experience in Personal Insurance/Private Client is preferred.
• P&C license required; bachelor’s degree preferred.
• Knowledge of Personal Lines products, carriers, and policy issuance systems.

Responsibilities

• Manage all aspects of Personal Lines placement and service in an automated environment.
• Maintain client relationships and support retention goals.
• Assist in the sales process (RFPs, proposals, presentations).
• Provide risk management analysis from new business, renewals, and claims reviews.
• Prepare applications, negotiate with underwriters, obtain quotes, and deliver policy documents to clients.
• Process change requests and ensure accuracy in policy documents and carrier communications.
• Maintain insurance records in the agency management system (EPIC).
• Identify opportunities for cross-sell and coverage enhancements.
• Resolve client, carrier, and vendor accounting issues; ensure compliance with procedures.

Skills

Client relationships

Risk management

Communication skills

Teamwork

Licenses: P&C

Education

High school diploma

Bachelor’s degree preferred

Tools

EPIC system

Quoting systems

Job description

Willis Towers Watson seeks a Senior Client Manager to oversee the placement and service of Personal Lines for High Net Worth clients. The role is client-facing and uses an automated work environment to deliver timely service, quotes, and policy delivery.

You will manage relationships, assist in the sales process, perform risk analysis, and collaborate with underwriters to ensure accurate policy documents and renewals. A P&C license and 7+ years' experience are preferred.