Sr. 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

Job description

Senior Client Manager

Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 49,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson.

The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.

Major Accountabilities:

• 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

Qualifications

The Requirements

• 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

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $75,000.00-$95, 000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
• Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets