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Client Manager - Personal Lines - Hartford, CT

Client Manager - Personal Lines - Hartford, CT

Job Description

The Client Managermanages the placement and service of clients for the Personal Lines Department. This junior to mid-level position is client facing and leverages established competencies related to Personal Lines services and clients. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.
  • Manage all aspects of the placement and service of Personal Lines for Willis 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
  • 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 and regulatory procedures; such as WEM (Willis Excellence Model) & AOD (assurance of discontinuance).
Skills and Qualifications
  • Intermediate knowledge of (1) PC & PL insurance products, (2) proposal, preparation and analysis, (3) claim management.
  • Technical knowledge of Insurance and/or Brokerage business
  • 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
  • Account Book Size: $400,000
  • Multi-state and medium clients
  • Specialty line clients
  • Sedentary work, requiring exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently
  • Junior to Mid-Level
  • Five (5) years experience in the Personal Insurance/Private Client industry, preferred.
  • High school diploma required, bachelors degree preferred.
  • Property and Casualty license required
  • The appropriate brokers license is required when required by law.
  • Industry designations such as CIC or CISR
Do more. Be more. Realize Your Potential.
Willis is an EEO/AA employer who supports Diversity.

Job Requirements


Job Snapshot

Employment Type Full-Time
Job Type Management
Education High School
Experience Not Specified
Manages Others Not Specified
Industry Healthcare - Health Services, Accounting - Finance
Required Travel Not Specified
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Client Manager - Personal Lines - Hartford, CT

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