AddressThis position will exclusively work for WTW’s REHL’s Chair, ensuring white glove service for her personal book of business. This person will lead, project manage and ensure timely execution on all client service activities including day-today account management and strategic initiatives. This position is driven by proactive, consistent communication and transparency.
Also Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Pre-Renewal Strategy – 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 the producer or Client Advocate to facilitate and lead external strategy meetings. Ensure in-session documentation is kept and that meeting outcomes & next steps are finalized at conclusion.
Information Gatherings – Ensure updated exposures and coverage information is completed in a timely fashion. Provide guidance to the Client Specialist on completion of updated information and applications and coordinate responses with various client contacts, location and divisions
Need/Gap Analysis – Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages
Proposal – Design program level proposal content and coordinate inputs of information from broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable
Binding – Ensure that the order to bind is received from the client and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Specialist throughout the binding process, including program subjectivities as applicable. Oversight of final review with client manager as applicable
Invoicing – Develop the allocation methodology and coordinate billing allocations as needed. Monito the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements)
Ongoing Services
- Management and oversight of timely and accurate completion of endorsement and audit requests.
- Responsibility to review finalize and deliver retro adjustments
- Respond to midterm client inquiries (ie: policy and coverage questions in partnership with other service and broking colleagues)
- Provide oversight and guidance and/or complete contract review
- Oversight and guidance on the open items with clients. Provide leadership and support for ongoing client projects and subsequent reporting and analysis (i.e.: Client advocacy/stewardship report and modification factor review)
- Coordinate and facilitate meetings seminars and other engagement-type activities for clients
- Coordinate and lead the onboarding of new clients
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
The Requirements
- Minimum of 5 years of insurance experience in a client facing role
- Property & Casualty insurance knowledge required
- Project management skills a must
- 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, to include 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
- Negation 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
- Insurance industry designations preferred but no required (CPCU, ARM, CIC, CRM)
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 base 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 $115,000 to $125,000 USD per year. This role is also eligible for short term incentive plan.
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 paid 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 (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.
WTW Work Flex: 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. Visit our career site for more information: WTW Careers – Flex
EOE, including disability/vets
