Overview
This Client Manager role is responsible for a blend of internal partnership &
delivery activities and client facing functions, utilizing the incumbent’s
professional skills in Commercial Property and Casualty Insurance. These can
include day-to-day service activities such as client inquiries and requests,
endorsement processing and other client deliverables, as necessary. The Client
Manager also has responsibility for maintaining client relationships and
retention, while also ensuring client profitability on a personally assigned
book of business, within the assigned team.
Location and Work Hours: This is a fully remote position open to candidates
residing anywhere in the United States. Standard working hours follow Eastern
Time.
The Role
Manage and retain lower mid-market accounts based on revenue, industry,
coverage needs, and other key business factors.
Maintain awareness of market trends, carrier updates, and industry changes to
anticipate and respond to evolving client needs.
Review and interpret client contracts to ensure appropriate insurance
coverage is in place to meet vendor and business partner requirements.
Schedule and lead internal and external strategy meetings, while documenting
and communicating outcomes, decisions, and next steps.
Review, finalize, and deliver current and expiring exposure information to
support renewal and placement activities.
Collaborate with internal teams, external partners, carriers, and clients to
gather updated exposures and underwriting information.
Obtain updated client exposure documentation and perform coverage needs and
gap analysis to ensure appropriate insurance solutions are applied.
Manage accurate billing implementation based on client instructions, carrier
requirements, and internal procedures.
Design, prepare, negotiate, and deliver client fee and compensation
agreements as needed.
Oversee process delivery to ensure legal, compliance, and documentation
requirements are met.
Complete client proposals, renewal presentations, summaries, and other key
client deliverables.
Lead and coordinate insurance due diligence activities related to mergers,
acquisitions, and other corporate transactions, including review of target
company insurance programs, identification of coverage gaps and exposures,
and integration planning.
Partner with clients, brokers, carriers, legal teams, and transaction
stakeholders to evaluate insurance implications of acquisitions and recommend
appropriate risk management solutions.
Apply experience and subject matter expertise to support ongoing process
improvement and operational efficiency.
Partner closely with peers and resources across domestic and international
service centers to deliver consistent and high-quality client service.
Perform acquisition-related responsibilities align well with supporting
clients through M&A transactions and insurance due diligence activities.
QUALIFICATIONS
The Requirements
3-5 years of Property & Casualty insurance experience in a role that is
client-facing or carrier facing, M&A experienced is preferred but not
required
College degree or equivalent work experience required
Property & Casualty insurance knowledge/experience required
Demonstrate strong problem-solving capability
Excellent verbal and written communication skills to include phone
conversation and email communication
Demonstrated analytical ability, strong decision-making skills, and conflict
resolution
Demonstrated problem solving abilities, including critical thinking,
research, quantitative skills, and creativity
Solid process orientation skills
Technology acumen to work within various internal agency management systems
(Epic, Service Hub, Broking Platform, etc.)
Ability to work independently, yet actively and appropriately engage the
services provided by “extended team members” across the Shared Service
Centers and Teams
Strong time management and organization skills
Solid working knowledge of computer software packages including MS Word and
MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a
plus)
Must successfully maintain required licensing by completing various
Continuing Education activities as needed. Must be able to show valid
confirmation of current status of P&C Producers License
Insurance industry designations preferred but not required (CPCU, ARM, CIC,
CRM)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not
offered for this specific job opportunity
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 $86,000 -
$100,000 USD.
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: Mental health/emotional wellbeing (including
Employee Assistance Program), medical (including prescription drug coverage
and fertility benefits), dental, vision, Health Savings Account, Commuter
Accounts, Health Care and Dependent Care Flexible Spending Accounts,
company-paid life insurance, supplemental life insurance, AD&D, group
accident, group critical illness, group legal, identify theft protection,
wellbeing program, adoption assistance, surrogacy assistance, auto/home
insurance, pet insurance and other work/life resources
Leave Benefits: Paid holidays, annual paid time off (includes state/local
paid leave where required), company-paid disability (short-term and long-term
disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military
leave, and Parental and Adoption Leave), Paid Time Off
[https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fd36rd0l160k43h.cloudfront.net%2F8d92c6fbfdb5739ec8cb1b21f6cd3a0c%2F0ec8d85031915b298653083768697885%2FWashington-State-Time-Off%25202026.pdf&data=05%7C02%7CKatie.Romano%40wtwco.com%7C727407faf0cf41159b5908deee3bb0cd%7C76e3921f489b4b7e95479ea297add9b5%7C0%7C0%7C639210137340047027%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=vie9uncTM5mwQuixX%2BaE5M7W2Ug356XO%2FKHg0hN8bI8%3D&reserved=0]
(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.
EOE, including disability/vets