Client Manager - Personal Lines - Cheyenne, WY
Location: Cheyenne Wyoming
Description: Willis is in need of Client Manager - Personal Lines - Cheyenne, WY right now, this job will be placed in Wyoming. For complete informations about this job opportunity kindly see the descriptions. The Client Manager manages the placement and service of clients for the Personal Lines Department. This junior to mid-level position is client facing and leverages established co! mpetencies 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
Cons! istently 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)
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 an! d 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: $250,000
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. R! ealize Your Potential.
Willis is an EEO/AA employer who suppor! ts Diversity
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If you were eligible to this job, please email us your resume, with salary requirements and a resume to Willis.
If you interested on this job just click on the Apply button, you will be redirected to the official website
This job starts available on: Fri, 25 Oct 2013 09:38:06 GMT