Client Manager (M&A Select)

Summary

WTW is seeking a Client Manager to support commercial Property and Casualty insurance clients. The role manages and retains lower mid-market accounts, oversees client service and insurance deliverables, and leads insurance due diligence and risk management activities related to mergers and acquisitions.

Responsibilities

• 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

Skills

• 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
• This is a fully remote position open to candidates residing anywhere in the United States
• Standard working hours follow Eastern Time
• 3-5 years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
• 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
• M&A experienced is preferred
• Insurance industry designations preferred

Qualifications

Must Haves

• 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
• This is a fully remote position open to candidates residing anywhere in the United States
• Standard working hours follow Eastern Time
• 3-5 years of Property & Casualty insurance experience in a role that is client-facing or carrier facing
• 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

Nice to Haves

• M&A experienced is preferred
• Insurance industry designations preferred

Benefits

• Fully remote position open to candidates residing anywhere in the United States.
• Annual short term incentive bonus.
• Mental health/emotional wellbeing, including Employee Assistance Program.
• Medical insurance, including prescription drug coverage and fertility benefits.
• Dental insurance.
• Vision insurance.
• Health Savings Account.
• Commuter Accounts.
• Health Care and Dependent Care Flexible Spending Accounts.
• Company-paid life insurance.
• Supplemental life insurance.
• AD&D insurance.
• Group accident insurance.
• Group critical illness insurance.
• Group legal insurance.
• Identity theft protection.
• Wellbeing program.
• Adoption assistance.
• Surrogacy assistance.
• Auto/home insurance.
• Pet insurance.
• Other work/life resources.
• Paid holidays.
• Annual paid time off, including state/local paid leave where required.
• Company-paid short-term and long-term disability.
• Bereavement leave.
• FMLA leave.
• ADA leave.
• Jury duty leave.
• Military leave.
• Parental and Adoption Leave.
• Paid Time Off, only included for Washington roles.
• Qualified contributory pension plan, if eligible.
• 401(k) plan with annual nonelective company contribution.
• Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.