Commercial Lines Senior Client Manager

Description

Company Overview: World Insurance Associates is a financial services organization founded in 2011. It 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. Specializing in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Primary Responsibilities

• Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes
• Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations
• Determines Markets within Core Carrier Strategy
• Creates solutions and makes recommendations in preparation for the strategy meeting with Client Advisor
• Creates complete carrier submission and submits
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy
• Contracts Reviews
• 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.
• Create activities in EPIC and assign to applicable team member (Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review)

Work Experience

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Physical Demands & Working Conditions

• Office work involving 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 required every day, and walking and standing 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 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.