Client Manager - High Net Worth
WTW · Hunt Valley
The Company
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. https://www.wtwco.com/en-us
The Role
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