Trainee Client Manager jobs in United States
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WTW · 2 days ago

Trainee Client Manager

WTW is offering an excellent entry-level opportunity to support the management of a portfolio of (re)insurance companies as part of their service team. The role involves maintaining client relationships, ensuring compliance with regulatory requirements, and assisting in the preparation of financial reports and management accounts.

ConsultingInformation TechnologyInsuranceMedicalService Industry

Responsibilities

Under the direction of an Account Director, you’ll contribute to the management of a portfolio of (re)insurance companies as part of the service team
Maintaining an on-going relationship with assigned clients and gaining an understanding of the clients’ business and industry
Relationship management with owner/parent company, insurance regulator, directors, auditors, actuaries, bankers, tax advisers etc
Responsibility for ensuring compliance with all regulatory requirements
Responsibility for production of financial and management information
Preparation of Management Accounts, and any other ad hoc reports and budgets, forecasts etc. in a format prescribed by our clients
Preparation and timely filing of all regulatory and statistical reporting requirements
Preparation of client companies’ year-end financial statements and liaising with external auditors
Monitoring and ensuring that each company complies with Guernsey Company Law
Cash management and reconciliation in accordance with instructions provided by the Board, including liaison with the company’s banks and investment managers and the production of appropriate reports
Liaise with client service team to coordinate client board meetings

Qualification

Professional outlookOrganisedDeadline managementHigh quality deliverablesOral communicationWritten communicationTeam playerPositive attitudeIndependent work

Required

A professional outlook
Excellent oral and written communication skills
Team player
Positive attitude
Organised
Ability to work independently and within a team
Ability to work to deadlines, producing high quality deliverables

Benefits

25 days of annual leave plus an extra WTW day to relax and recharge
Private healthcare
Life insurance
Group income protection
Regular health assessments
Defined contribution pension scheme, featuring matched contributions up to 10% from the company
Hybrid working options
Access to an employee assistance programme
Fully paid volunteer day to make a difference in your community
Electric vehicle car scheme
Share scheme
Cycle-to-work programme
Dental and optical cover
Critical illness protection

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase