Senior Private Client Manager, High Net Worth

Willis Towers Watson Plc; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

Willis Towers Watson seeks a Senior Client Manager to lead placement and service for Personal Lines, with a focus on High Net Worth clients. You will manage client relationships, support retention, and guide the sales process in an automated, electronic environment.

The role requires deep knowledge of Personal Lines products, risk management analysis, and effective communication. Candidates should have 7+ years' industry experience, a Property and Casualty license, and strong teamwork and

Qualifications

• 7 years’ experience in the Personal Insurance/Private Client industry, preferred
• High school diploma required, bachelor’s degree preferred
• Property and Casualty license required
• Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems
• Ability to provide consultation and expert advice to management on risk management issues
• Knowledge of principles and methods involved in promoting and selling services
• Interpersonal skills, including relationship-building skills with clients and co-workers
• Ability to work independently as well as in a team setting
• Strong verbal and written communication skills
• Presentation, organization and critical thinking skills
• Industry designations such as CIC or CISR

Responsibilities

• Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment
• Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
• Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
• Provides risk management analysis utilizing new business, renewal and claim reviews
• Make recommendations to prospects and current clients to update and enhance policy contracts
• Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client
• Consistently prepares policy change requests, and submits requests to carriers
• Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
• Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
• Identifies and processes coverage enhancement and cross- sales opportunities
• Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
• Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)
• Multi-state and large clients
• Specialty line clients

Skills

Relationship-building

Verbal and written communication

Presentation

Teamwork

Critical thinking

Education

High school diploma

Bachelor's degree preferred

Property and Casualty license

CIC or CISR designation

Job description

Willis Towers Watson seeks a Senior Client Manager to lead placement and service for Personal Lines, with a focus on High Net Worth clients. You will manage client relationships, support retention, and guide the sales process in an automated, electronic environment.

The role requires deep knowledge of Personal Lines products, risk management analysis, and effective communication. Candidates should have 7+ years' industry experience, a Property and Casualty license, and strong teamwork and