Associate Client Manager

1 month ago


Toronto, Canada WTW Full time

**The Role**
- Collaborate with the Client Manager, Producer/Client Executive and Placement to document internal and external strategy meetings
- Coordinate and support all day-to-day client service and consultation
- Collaborate with Client Manager, Producer/Client Executive and other appropriate resources to draft fee agreement(s) as applicable
- Draft exposure and underwriting information, deliver to client, and gather updates from the client
- Develop complete and accurate submissions for Placement
- Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client
- Design and build full client proposal, including the coverage comparison provided by Placement
- Request and obtain binders from insurers, and perform or obtain the second set of eyes review as applicable.
- Deliver binders and/or policies to client with appropriate transmittal letters.
- Collaborate and communicate with Domestic and Global Center teams (e.g. Accounting, Certificate Center, Renewal Services, Policy Checking) to smoothly and effectively complete joint work/process steps
- Collaborate and communicate with the Network to process, invoice, deliver, and service globally-placed Canadian policies
- Maintain account management information in appropriate systems
- Request and verify the accurate delivery of agency bill invoices and coordinate with Accounting as applicable
- Build Client Advocacy Reports and Client Service Plans in conjunction with the Client Executive
- Attend client meetings as required

**Qualifications**
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current status
- Minimum 2-5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses effective verbal and written communication skills
- Possesses excellent interpersonal skills
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast paced environment
- Strong Decision making capabilities
- Must be results oriented
- Ability to provide superior customer service to the client and the insured
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
- Independently carry out specific assignments and tasks
- Equal Opportunity Employer/Vet/Disability_



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