Client Relationship Manager

Title: Client Relationship Manager

Locations: TX-Dallas

Minneapolis, Minnesota, United States

 Full time

Job Description:

Company Description
WTW 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, WTW 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 wtwco.com.

Description

The Surety & DIG Client Relationship Manager oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the team including Broking, Claims and Technical Services to ensure that the needs of the clients are met or exceeded for all client deliverables. If you’re client centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management this may be the perfect opportunity for you!

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role 

• Manage a book of business, with expectations to retain year over year while absorbing new business to support growth
• Prepare proposals, presentations and other client deliverables throughout the life cycle of a program and based on client’s training needs/requests
• Coordinate with senior team members to compile answers to client policy and coverage questions
• Initiate relationships with and communicate with client decision makers and insurer personnel
• Identify, compile and manage information regarding account renewal and cross-sell opportunities
• Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
• Coordinate with Broking to request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
• Manage all client deliverables and delivery within mandated timeframes
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts
• Assist in the preparation of client submissions
• Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
• Participate in renewal meetings to review proposed renewal with client and obtain
• Consent to Bind and Consent to Compensation
• Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed
• Accountable for Monthly Accounts Receivable review/collection
• Maintain accurate client data base and sales pipeline

Qualifications

The Requirements

• 5+ years of commercial insurance client management experience or equivalence.
• Proven insurance industry experience related to servicing middle market and large risk managed accounts
• Knowledge of Insurance and/or Brokerage business – CIP and CRM designations preferred
• Strong technical knowledge of product area and industry
• Ability to focus on delivering exceptional client service while working in a fast paced, high-volume environment with minimal supervision
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Interpersonal skills, including relationship-building skills with clients and co-workers
• Ability to work independently and self-motivated
• Ability to work in a team setting
• Ability to multi-task and work in a fast-paced environment
• Strong customer service skills
• Strong presentation skills
• Strong Microsoft application skills

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits 

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation 

The base salary compensation range being offered for this role is $70,000.00-$80, 000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• 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.

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.

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.