Client Manager - High Net Worth

The CompanyWillis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 49,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. The RoleThe Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.Major Accountabilities:Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines averageManage and assist in the sales process (RFP and proposal development, presentation, etc.)Provides risk management analysis utilizing new business, renewal and claim reviewsMake recommendations to prospects and current clients to update and enhance policy contractsPerform 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 clientConsistently prepares policy change requests, and submits requests to carriersMonitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clientsMaintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)Identifies and processes coverage enhancement and cross- sales opportunitiesIndependently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversiesEnsure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)Multi-state and large clientsSpecialty line clientsThe Requirements 7+ years’ experience in the Personal Insurance/Private Client industry, preferredHigh school diploma required, bachelor’s degree preferredProperty and Casualty license requiredWorking knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systemsAbility to provide consultation and expert advice to management on risk management issuesKnowledge of principles and methods involved in promoting and selling servicesInterpersonal skills, including relationship-building skills with clients and co-workersAbility to work independently as well as in a team settingStrong verbal and written communication skillsPresentation, organization and critical thinking skillsIndustry designations such as CIC or CISRCompany BenefitsWTW 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 resourcesLeave 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 (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..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. 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/vetsFull timePosting Date: 2026-09-03