Willis Towers Watson Lead Associate – Client Service and Delivery in Los Angeles, California

Lead Associate – Client Service and Delivery

Date Posted: January 11, 2019


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Client Managers are the foundation of our account management teams, working collaboratively to meet and exceed client expectations. They interact regularly with both clients and insurance carriers to create insurance programs that provide the best coverage protection at a reasonable cost. You will actively prepare for client meetings, research and gather industry and competitor data, while working on renewal strategies and building and maintaining long term relationships. If you enjoy these activities while working in a fast-paced – client first environment, then this role is for you!

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 middle market client relationships while also insuring client profitability.

The Role

  • Developing Pre-Renewal Strategy and Proposal

  • 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.

  • Prepare Program-level proposal and coordinate information from all resources.

  • Information Research & Analysis

  • Request and compile updated exposures and coverage information in a timely fashion. Coordinate responses with various client contacts, locations and divisions.

  • Oversight of Loss Run, Loss Summary and Experience Modification processes

  • Review client exposure updates and identify recommendations for upcoming program coverages.

  • Coordinate billing allocations based on client/carrier instruction.

  • Oversee the client billing process, including timely and accurate delivery of invoices.

  • Manage the Certificate renewal process with clients to determine Certificate requirements.

The Requirements

  • 3-5 plus years of commercial Property & Casualty insurance experience in a client facing role required

  • Middle Market insurance knowledge/experience (guaranteed cost) strongly preferred.

  • Knowledge of insurance renewal end to end process

  • Ability to review and understand coverage questions and insurance specification of contracts.

  • Strong leadership; ability to direct and motivate others and lead in small groups. Promote teamwork.

  • Relationship Management and customer focus, collaborating to serve clients and help resolve conflicts

  • Ability to effectively engage with carriers and clients to maintain renewal terms and existing business.

  • Excellent project management skills including attention to detail, organizational skills, prioritization and time management.

  • Advanced Microsoft Office skills and fluency with other relevant online tools.

  • 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.

  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

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 willistowerswatson.com .

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 http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

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.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Los Angeles, CA, US

  • Date Posted:January 11, 2019