Personal Lines Senior Client Manager

Company Overview

World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their long-term financial goals.

Founded in 2011 World is one of the fastest-growing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.

Position Summary

Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.

Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.

May also perform activities in Other Responsibilities but majority of day-to-day is spent in the Primary Activities.

Primary Responsibilities

Primary Activities (60% or more of time)

Evaluates exposures and renewal quote

Review upcoming renewals and determine which accounts warrant remarket

Make coverage recommendations

Utilize comparative rater tool to obtain quotes

Transact agency billing (where applicable)

Obtain signed binding and notifies carriers

Reviews binding documents for accuracy

Contract Reviews

Responsible for rounding out accounts and Selling all of World

Other Responsibilities as applicable

Setup and maintain accurate account details contacts and policy information in EPIC

Process renewals endorsement acknowledgments cancellations and proofs of insurance

Attach organize and name documents in EPIC

Initiate endorsements proofs of insurance and invoices

Leverage templates and system generated letters and forms to produce standard communications to clients and carriers including BOR client pre-renewal letters proposal letters change request etc.

Create activities in EPIC and assign to applicable team member

May be responsible for pulling items such as MVR CLUES Risk Meters RCE etc.

Position Specific Skills / Qualifications

Work Experience

3 Years experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.

Professional Licenses / Certifications

Must hold state Property & Casualty insurance license

Essential Skills / Competencies

Must be proficient in Excel (specifically Excel formulas charts and tables); Word and other MS office Products.

Able to understand new technology platforms quickly

Proficient in agency management systems and carrier sites

Hands on personal approach to customer service. Maintains effective relationships with clients co-workers and colleagues.

Able to work in a team environment. Easily gains the trust and support of peers.

Has a deep and thorough understanding of client requirements competitive market industry trends and recognized internally and externally as a subject matter expert.

Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.

Able to develop short- and long-term strategies that have high impact on client / prospects and the business. Anticipates obstacles and identifies ways to overcome them.

Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product / service.

Education

High School Diploma or Equivalent

Physical Demands & Working Conditions

Office work involves working at a desk most of the time using a stand-up / sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and / or negligible amount of force frequently to lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically is required every day and walking and standing are required occasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.

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Required Experience :

Manager

Key Skills

Customer Service,Data Networking,Horticulture,Fashion Designing,Guest Services,ACCA

Employment Type : Full-Time

Experience : years

Vacancy : 1