This Client Manager position will be responsible for handling Middle Market accounts which are typically guaranteed cost accounts that generate $5,000-$250,000 in commission revenue.
This client facing role has direct interaction with clients and handles all aspects of account servicing including:
answering policy and coverage questions, reviewing client documents, generating loss analysis, premium allocation, executive coverage summaries and other miscellaneous client reports. Responsible for retention of assigned book of business.
Follows compliance processes and procedures and maintains accurate client information in the agency management system. Work closely with producers for new and renewal business.
5+ years of experience servicing commercial Property & Casualty insurance accounts ideal.
Property and Casualty license required within 60 days of employment.
Ability to provide consultation and advice to clients on risk management issues, professional customer service, well developed organizational skills and exceptional verbal and written communication skills required.
Proficiency with Word, Excel and Outlook required. Familiarity with EPIC agency management systems a plus.
Do more. Be more. Realize Your Potential.
Willis is an EEO/AA employer who supports Diversity.
Willis Group - 18 months ago
Willis Group Holdings plc is a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates...