Client Manager

Company: Willis Group Holdings
Location: Potomac
Posted on: January 15, 2021

Job Description:

The Client Manager works with and supports account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional skills in Commercial Property and Casualty insurance to maintain and enhance large and complex client relationships while also insuring client profitability.Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The Role Pre-Renewal Strategy --- Schedule and facilitate documentation of internal strategy meetings, including outcomes and next steps. --- Review and management of expiration list. --- Summarization of current program and expiring exposures. --- Facilitate completion of external strategy presentation and documentation of meeting. Information Gathering --- Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions. Loss History & Analysis --- Oversight of Loss Run, Loss Summary and Experience Modification processesNeeds/Gap Analysis --- Review client exposure updates and identify recommendations for upcoming program coverages.Proposal --- Prepare Program-level proposal and coordinate information from all resources. Binding --- Obtain Order to Bind from the client, and deliver confirmation of coverage and binders. --- Complete Final Review of Program-level placement, as applicable.Invoicing --- Coordinate billing allocations based on client/carrier instructions, as needed. --- Oversee the client billing process, including timely and accurate delivery of invoices. Resolve escalations of client-level accounting issues (including discrepancies and fee arrangements).Certificates of Insurance --- Manage the Certificate renewal process with clients to determine Certificate requirements. --- Provide necessary system documentation in order for renewal to be completed and coordinate with Certificate Center to insure timely and accurate issuance.Ongoing Services --- Ensure policy checking is completed, carrier revisions are made as needed and delivered to client on a timely basis. --- Ensure timely and accurate completion of endorsement and audit requests. --- Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues. --- Complete contract reviews. --- Maintain and manage open items listings with clients and team. --- Deliver client reports, e.g. Accounts Receivable for Allocations, Open Claims, etc.The Requirements --- 3-5 years of commercial Property & Casualty insurance experience in a client facing role required --- Property & Casualty insurance knowledge/experience required, with experience in program management of large, loss-sensitive or guaranteed cost coverage lines, and/or global master programs. --- Ability to review and understand coverage questions and insurance specification of contracts. --- Knowledge of insurance renewal end to end process --- Leadership --- applies judgement; directs and motivates other individuals; takes lead in small groups and promotes teamwork. --- Relationship Management and customer focus --- collaborates to serve clients and help resolve conflicts --- Ability to effectively engage with carriers and clients to maintain renewal terms and existing business. --- Strong verbal and written communication skills --- Problem solving abilities, including critical thinking and adaptability. --- Project management skills, including attention to detail, organizational skills, prioritization and time management. --- Advanced Microsoft Office skills and fluency with other relevant online tools. --- Ability to work independently --- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status. --- Leadership and teamwork skills within Servicing function, to include delegation, coaching and mentoring. --- Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)WTW Values and Behaviors --- WTW Values & Behaviors will underpin all roles and will guide performance criteria. --- This includes a commitment to inclusion and diversity.WTW Competencies --- Strategic Vision --- People Leadership --- Business Acumen --- Results Focus/Energy & Drive --- Sales/Client/Relationship Management --- Plus domain expertise to be defined by roleEOE, including disability/vetsJob ID: 200003E7Employment Type: Full-timeJob Area: Client ManagementFunction: Account ManagerIndustry: Consulting Services

Keywords: Willis Group Holdings, Potomac , Client Manager, Executive , Potomac, Maryland