Senior Personal Lines Client Manager – High Net Worth

WTW; Tampa (FL); Sur place; USD 75 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health benefits

Paid time off

Retirement plan (401k)

Résumé du poste

Willis Towers Watson, a leading global advisory and solutions company, seeks a Senior Client Manager for Personal Lines with emphasis on High Net Worth clients. You will manage placement, service, and sales processes while maintaining strong client relationships.

Responsibilities include risk analysis, policy updates, and coordinating with underwriters, carriers, and clients. Multi-state support and compliance with WTW standards are required.

Qualifications

• 7+ years’ experience in the Personal Insurance/Private Client industry.
• High school diploma required; bachelor’s degree preferred.
• Property and Casualty license required.
• Knowledge of Personal Lines products, carriers, and quote systems.
• Ability to provide consultation on risk management issues.
• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication; able to present clearly.
• Presentation, organization and critical thinking skills.
• Industry designations such as CIC or CISR.

Responsabilités

• Manage placement and service of Personal Lines for clients in automated environment.
• Maintain client relationships and support retention above the Personal Lines average.
• Manage and assist in the sales process (RFPs and proposals).
• Provide risk management analysis from new business, renewals, and claims.
• Recommend updates to policy contracts for prospects and clients.
• Handle all phases of new business, renewal, and remarket processing to delivery.
• Prepare policy change requests and submit to carriers; monitor status.
• Monitor and deliver change documents to clients; ensure accuracy.
• Maintain insurance records in EPIC; manage data and coding.
• Identify coverage enhancements and cross-sales opportunities.
• Resolve client, carrier, and vendor accounting issues.
• Ensure compliance with Willis Towers Watson procedures and regulations.
• Serve multi-state and large clients; support specialty line clients.

Connaissances

Relationship-building

Verbal communication

Written communication

Presentation skills

Organizational skills

Critical thinking

Independent work

Formation

High school diploma

Bachelor's degree preferred

Outils

EPIC

Description du poste

Willis Towers Watson, a leading global advisory and solutions company, seeks a Senior Client Manager for Personal Lines with emphasis on High Net Worth clients. You will manage placement, service, and sales processes while maintaining strong client relationships.

Responsibilities include risk analysis, policy updates, and coordinating with underwriters, carriers, and clients. Multi-state support and compliance with WTW standards are required.