Commercial Lines 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 3,000 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.
About the Role
Under the guidance of a service manager, this position serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Responsibilities
- Contact with incumbent carrier to adjust for change in exposures
- Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes
- With guidance, obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations
- With guidance, determines markets within Core Carrier Strategy
- Creates complete carrier submission and submits
- Obtains signed binding and notifies carriers
- Reviews binding documents for accuracy
- Set up and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance
- Attach, organize, and name documents in EPIC
- 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.
- Might be responsible for ordering loss runs, generating proofs and endorsements, and audit review
Qualifications
- 3+ years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages
- Professional Licenses/Certifications: Must hold state Property & Casualty insurance license
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates
- Skill in Excel, Word, and other MS Office products
- Proficient in agency management systems (EPIC) and carrier sites
- Maintains effective relationships with clients, co-workers, and colleagues
- Viewed as a team player and is cooperative and collaborative
- Able to obtain firsthand customer information and use it for improvements in placements and services
- Has an understanding of guaranteed cost program design and coverage forms
- Able to provide consultation of coverage needs
- Strong written, oral, and interpersonal communication skills
- Sets to achieve day-to-day objectives within the context of specified solutions
- Develops and implements work plans for completing projects
- Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines
- Proficient in self-serve portals and manages client training and utilization
- Able to solve difficult problems that are not routine, but not overly complex
- Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail
Skills
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates
- Skill in Excel, Word, and other MS Office products
- Proficient in agency management systems (EPIC) and carrier sites
- Strong written, oral, and interpersonal communication skills
- Ability to solve difficult problems that are not routine, but not overly complex
- Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail
Benefits
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 status. In 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.
Pay
Compensation is commensurate with experience.
Schedule
Full-time, Monday through Friday, 8:00 AM - 5:00 PM.
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 status. In 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.
Viewing this Posting
This posting is managed by [Hiring Manager's Name] and is part of the [Executive Search Firm/Staffing Agency's Name] search process. If you are interested in this position, please submit your resume to [Hiring Manager's Email Address].