Client Service Manager, P&C - Energy
Willis Group 15 reviews - Houston, TX

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Job Summary
  • Assisting Producers and Account Executives in the servicing of clients & management of day-to-day service tasks
  • Working closely with Account Executives to secure information from the client and assist in the renewal and new business programs
  • Answering client policy and coverage questions, consulting with clients on policy changes, and implementing & delivering any resultant changes as required
  • Identifying account rounding and cross-sell opportunities
  • Assisting with resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts, coordination of certificate request issues, policy checking & vendor commission tracking
  • Maintaining certificate and auto identification information for document issuance
  • Ensuring compliance with Willis and Regulatory procedures
  • Managing policy checking and delivery
  • Utilizing carrier rating programs to generate quick quotes for coverage, if necessary
  • Some travel may be required
Education AND Experience:
  • Minimum 5+ years Commercial Property & Casualty insurance industry experience in a Service or Marketing role that is client-facing
    • OR
  • Bachelor’s Degree plus three (3) years Commercial Property & Casualty insurance industry experience in a client-facing Service or Marketing role
  • A valid, relevant State Property & Casualty license
  • Comfort with math including simple algebraic calculations
  • Proficiency with Microsoft Word, Excel, Powerpoint, and Outlook
  • Experience with London marketplace and global insurance programs (preferred, not required)
  • First-class interpersonal including relationship building, skills
  • Strong communication (verbal & written), numerical, presentation & organizational skills are essential
  • Self-motivated with the ability to work effectively as part of a global team or on individually-assigned tasks in dynamic environment where superior time-management and prioritization skills are essential

About this company
15 reviews
Willis Group Holdings plc is a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates...