Client Manager - Personal Lines
WTW · Potomac
The Role
The 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. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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
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)