Senior Personal Lines Client Manager - Hybrid, High Net Worth

WTW; Miami (FL); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Willis Towers Watson, a global advisory and risk management firm, seeks a Senior Client Manager in the Personal Lines unit to focus on High Net Worth clients. You will manage placement and service, maintain client relationships, and support retention with an automated work environment.

Responsibilities include preparing proposals, conducting risk analyses, and coordinating with underwriters. Strong communication and independent work ethic are essential in this hybrid role.

Qualifications

• 7+ years’ experience in Personal Insurance/Private Client industry.
• High school diploma required, bachelor’s degree preferred.
• Property and Casualty license required.
• Knowledge of Personal Lines insurance products, carriers, quotes and policy issuance systems.
• Ability to consult and advise management on risk management issues.
• Knowledge of selling services principles and methods.
• Relationship-building with clients and co-workers.
• Ability to work independently as well as in a team.
• Strong verbal and written communication skills.
• Presentation, organization and critical thinking skills.
• Industry designations such as CIC or CISR.

Responsibilities

• Manage all aspects of placement and service for Personal Lines for Willis Towers Watson clients.
• Maintain client relationships and support retention above Personal Lines average.
• Assist in sales process including RFP and proposals; deliver presentations.
• Provide risk management analysis from new business, renewals and claims reviews.
• Recommend policy updates to prospects and clients.
• Prepare new business, renewal and remarket files including applications and quotes.
• Prepare policy change requests and coordinate with carriers.
• Monitor change requests and deliver change documents to clients.
• Maintain insurance records in EPIC and manage data.
• Identify cross-sales opportunities and resolve accounts payable issues.
• Ensure compliance with WTW procedures and regulatory requirements.

Skills

Communication

Interpersonal skills

Independent work

Teamwork

Presentation skills

Critical thinking

Relationship-building

Education

High school diploma

Bachelor’s degree preferred

Job description

Willis Towers Watson, a global advisory and risk management firm, seeks a Senior Client Manager in the Personal Lines unit to focus on High Net Worth clients. You will manage placement and service, maintain client relationships, and support retention with an automated work environment.

Responsibilities include preparing proposals, conducting risk analyses, and coordinating with underwriters. Strong communication and independent work ethic are essential in this hybrid role.