Description
The Client Manager of Wrap Ups functions as the backbone of our account management teams working collaboratively to meet and exceed client expectations. They interact regularly with both clients and insurance carriers to provide the best coverage protection and knowledgeable understanding of Controlled Insurance Programs. If you enjoy actively preparing for client meetings, coordinating important information, getting out of the office to walk project sites, building, and maintaining long term relationships this role would suit you well.
The Role
The Client Manager-Wrap Up provides day-to-day client service and risk management assistance on assigned accounts. Works with Sr. Client Services Specialists, Account Executives and/or Client Advocates, as well as Claims Professionals to implement, maintain, and close-out wrap-up programs. Provides required reports to carriers and communicate with carriers regarding enrollment and/or audit issues, etc. Participates in program meetings for selected accounts. Prepares and delivers master policies, management reports, and communicate with enrolled and excluded contractors as necessary. Coordinates administration activities related to managing a CIP.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Major Accountabilities:
Work closely with Willis Towers Watson team in coordinating service on account
Alert Sr. Client Services Specialist/Client Advocate/Account Executive of potential problems and seek direction
Work with Claims and Safety representative on issues related to the program
Participate in weekly/monthly meetings
Attend and present CIP information at Pre-Bid/Pre-Con and carrier meetings
Maintenance of client/contractor files
Work with contractors to gather appropriate enrollment information and monthly payroll reports as well as evidence of non-CIP coverage
Process enrollments, including bid deduct calculation, and forward to data entry center for processing
Process contractor/project closeouts as outlined in the CIP manual
Maintain quality control, ensuring all enrollments, payroll reports, certificate of insurance compliance and closeouts are processed timely and accurately
Communicate directly with contractors regarding issues related to the program (enrollment issues, payroll reporting, closeout, etc.)
Develop proficiency in Wrap Administration system
Review Wrap Administration system reports to verify accuracy and identify problem areas
Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
Prepare monthly/quarterly progress reports and explain to client/contractors
Provide monthly reporting of data/account information as required
Assist in compiling stewardship reports
Provide necessary information to marketing regarding payroll, rating, deduct history
Assist in review and delivery of Master policies
Process mid-term policy changes as requested
Research and compile answers to client/contractor's policy and coverage questions-coordinate response with Sr. Client Services Specialist/Account Executive/Client Advocate
Assist with follow-up on carrier issues
Assist in resolving any carrier discrepancies
Coordination & review of audits with carriers
Some travel may be required
Other Duties as Assigned
Qualifications
The Requirements
3-5+ years of commercial Property & Casualty insurance experience in a client facing role required.
Property & Casualty insurance knowledge/experience required, with experience in program management of large, controlled insurance programs.
Understands rating calculations pertinent to WC, GL for guaranteed cost and loss sensitive programs
Ability to review and understand coverage questions and insurance specification of contracts.
Ability to multi-task and work under pressure or time constraints. Leadership - applies judgement; promotes teamwork.
Relationship Management and customer focus - collaborates to serve clients and help resolve conflicts
Ability to effectively engage with carriers and clients to maintain existing business.
Strong verbal and written communication skills
Problem solving abilities, including critical thinking and adaptability.
Project management skills, including attention to detail, organizational skills, prioritization, and time management.
Advanced Microsoft Office skills and fluency with other relevant online tools.
Ability to work independently
Accuracy and attention to detail
P&C license preferred. If licensed, must be able to show valid confirmation of current licensing status. If not, must successfully complete appropriate licensing exam(s) g by completing various Continuing Education activities, as needed.
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-$75, 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.
EOE, including disability/vets
