Sr. Client Advisor
WTW · Los Angeles
Sr. Client Advisor bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you.
The Role
The Sr. Client Advisor 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