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About the Role

This client-facing position supports Commercial Property and Casualty Insurance client relationship management and coordinates service activity at the program level. As a key member of the client service team, you will facilitate program-level strategy delivery and provide program consultation to large and complex clients.

Responsibilities

Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan.
Partner with Producer or Account Executive to facilitate and lead external strategy meetings, ensuring in-session documentation and finalization of meeting outcomes and next steps.
Ensure updated exposures and coverage information are completed in a timely fashion.
Provide guidance to Client Manager on completion of updated information and applications.
Coordinate responses with various client contacts, locations and divisions.
Provide guidance for review of client exposure updates and identification of recommendations for upcoming program coverages.
Design program-level proposal content and coordinate inputs from Broking and other resources.
Participate in proposal delivery meetings to lead program level discussion.
Ensure communication of proposal changes or decisions to the client.
Ensure Order to Bind is received from the client and confirmation of coverage and binders are delivered.
Provide guidance to the Client Manager throughout the binding process, including program subjectivities.
Oversee Final Review with Client Manager, as applicable.
Develop the allocation methodology and coordinate billing allocations.
Monitor the timely and accurate completion of the billing process.
Provide support for escalations of client-level accounting issues, including discrepancies and fee arrangements.
Management and oversight of timely and accurate completion of endorsement and audit requests.
Review, finalize and deliver retro adjustments.
Respond to mid-term client inquiries, such as policy and coverage questions, in partnership with other Service and Broking colleagues.
Provide oversight and guidance and/or complete contract reviews.
Provide oversight and guidance on open items listings with clients.
Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (e.g., Client Advocacy/Stewardship Report and Modification Factor review).
Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.

Requirements

5 years of large & complex insurance experience in a client facing role.
Property & Casualty insurance knowledge required.
Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
Ability to interpret, analyze and present models.
Knowledge of commercial insurance renewal end to end process.
Strong leadership skills within Servicing function, including delegation, coaching and mentoring.
Demonstrate organizational leadership and influence with matrixed-colleagues like Broking.
Able and willing to work a flexible work schedule as agreed.
Customer and relationship management focus.
Negotiation skills - ability to drive conflict resolution and secure concessions without damaging relationships.
Excellent verbal and written communication skills.
Problem solving skills, including critical thinking, adaptability and creativity.
Project Management skills, including attention to detail, organization, time management, prioritization and decision-making.
Basic MS Office skills and familiarity 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.

Skills

Property & Casualty insurance knowledge
Coverage forms analysis
Program design
Coverage gap identification
Coverage consultation
Model interpretation, analysis, and presentation
Commercial insurance renewal process
Leadership
Delegation
Coaching
Mentoring
Organizational leadership
Influence
Customer relationship management
Negotiation
Conflict resolution
Verbal communication
Written communication
Problem solving
Critical thinking
Adaptability
Creativity
Project Management
Attention to detail
Organization
Time management
Prioritization
Decision-making
MS Office
Online tools
Independent work

Location

Remote
In-office

Work Type

Hybrid

Experience Level

5 years of large & complex insurance experience

Education Level

Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing

Salary/Compensations

$90,000.00-$120,000.00 USD annually
Eligible for an annual short-term incentive bonus

Benefits

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

About the Company

At WTW, we trust you to know your work and the people, tools and environment you need to be successful.
The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients.
Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements.
Please speak to your recruiter to discuss more.

Equal Opportunity

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets