Client Manager

  •  

Dallas, TX

Industry: Financial Services

  •  

5 - 7 years

Posted 333 days ago

The Business
Corporate Risk and Broking
We know how companies can unlock potential through effective risk management.  Our  clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. 

The Role
The Client Service Manager is responsible for maintaining day-to-day servicing relationship with client decision-makers.  This position requires an organized, self-starter to effectively provide insurance brokerage and risk management services to new and existing commercial accounts. Participate in presentations with clients and prospects working within a collaborative brokerage service team.  Drive insurance renewal process from gathering client exposure information through preparing final negotiated coverage terms. Answer client policy and coverage questions.  Process policy changes. Research exposure and technical coverage issues to answer client questions. Assist in gathering and researching risk management/insurance information from prospects. Coordinate financial transactions including general insurance accounting and invoicing.

Responsibilities:

    • Maintain existing commercial property and casualty accounts by providing continuous client service
    • Prepare written correspondence, reports and analysis as needed
    • Communicate effectively with client decision makers and other team members
    • Ensure compliance with all Willis Towers Watson and regulatory procedures such as WEM, SOX, FATCA, surplus lines tax and country sanctions
    • Maintain information in Willis Towers Watson’s agency management system (EPIC)
    • Manage the policy checking and delivery process
    • Review quotes, proposals, contract insurance requirements, rating worksheets and audits for accuracy, compliance or other insurance objectives
    • Review non-standard certificate requests
    • Participate in pre-renewal internal and external meetings
    • Prepare new and renewal business submissions
    • Facilitate the ordering of loss control and claim reports
    • Make necessary fee arrangements
    • Gather information from clients for marketing purposes
    • Assist with resolution of client/carrier accounting issues
    • Maintain client confidentiality


Qualifications: 

  • 5 + years client management experience servicing middle market accounts
  • P&C license required
  • Knowledge of Insurance and/or Brokerage business
  • Technical knowledge of product area or industry
  • Ability to provide consultation and expert advice to management on risk management issues
  • Knowledge of principles and processes of business management
  • Knowledge of mathematics including arithmetic
  • Knowledge of principles and methods involved in promoting and selling service
  • Personal Computer skills; proficient with MS Office Suite products
  • Clear verbal and written communication skills
  • Interpersonal skills, including relationship-building skills with clients and co-workers
  • Ability to work independently and in a team setting
  • Strong customer service, presentation and organizational skills
  • Critical thinking skills