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Willis Towers Watson.

Senior Client Manager - High Net Worth

Willis Towers Watson. - Hartford, CT

Senior Client Manager - High Net Worth

Willis Towers Watson



Job #693523435

Senior Client Manager – High Net Worth

Date Posted:

June 27, 2018


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Senior Client Managers 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 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

The Requirements

7 years’ experience in the Personal Insurance/Private Client industry, preferred

High school diploma required, bachelor’s degree preferred

Property and Casualty license required

Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems

Ability to provide consultation and expert advice to management on risk management issues

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

Industry designations such as CIC or CISR

The Company

Willis Towers Watson 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 40,000 employees serving more than 140 countries. 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. Together, we unlock potential. Learn more at ~~~ at ~~~/ .

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights at ~~~ .

Unsolicited Contact

: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.


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Location:Hartford, CT, US

Date Posted:June 27, 2018

Updated 06/29/2018

17 days 17 hours ago

Willis Towers Watson.


Senior Client Manager - High Net Worth Willis Towers Watson. - Hartford, CT, United States


Location: Hartford, CT

Company Profile:
Towers Watson was forged from the decades of experience, innovation and clients-first philosophy that were hallmarks of both Towers Perrin and Watson Wyatt. Although our vision is firmly fixed on the future, our roots go back nearly 150 years.