Client Manager - Private Client

Confidential Company  •  Scottsdale, AZ

8 - 10 years experience  •  Financial Services

Salary depends on experience
Posted on 11/21/17
Confidential Company
Scottsdale, AZ
8 - 10 years experience
Financial Services
Salary depends on experience
Posted on 11/21/17

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
This position is client facing and leverages established competencies related to Personal Lines / Private Client services and clients with emphasis on High Net Worth clientele.

    • 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
    • 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 and creating proposals
    • Consistently prepares and submits policy change requests to carriers via carrier website, verbal or electronic
    • Monitors status of change requests and reviews policy documents for accuracy
    • 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


  • High school diplomarequired, Bachelor's degreepreferred
  • Property and Casualty license required
  • Five (5) years’ experience in the Personal Insurance/Private Client industry, preferred
  • Intermediate knowledge of (1) Property and Casualty & Personal Lines insurance products, (2) proposal, preparation and analysis, (3) claim management
  • Technical knowledge of Insurance and/or Brokerage business
  • 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
  • Familiar with the EPIC system
  • The appropriate broker’s license is required when required by law
  • Industry designations such as CIC or CISR applies
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