Personal Lines Client Manager
World Insurance Associates LLC · Lincoln, RI · 3 wk ago
$40k–$60k/yrFull-time
We need to output HTML fragment with sections: About the role? The description includes Company Overview, Position Summary, Primary Responsibilities, Other Responsibilities, Work Experience, Professional Licenses/Certifications, Essential Skills/Competencies, Education, Compensation, Physical Demands, EEO, etc. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove EEO paragraph, "To Executive Search Firms..." etc. Also remove duplicated lines? Not many duplicates.
We must include sections only when posting has real specific content. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content accordingly. The instructions: "use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content accordingly. The instructions: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those exact headings? Probably we can use those headings as appropriate. The posting includes: Company Overview (maybe About the role?), Position Summary (maybe About the role?), Primary Responsibilities (Responsibilities), Other Responsibilities (maybe also Responsibilities), Work Experience (Requirements?), Professional Licenses/Certifications (Qualifications?), Essential Skills/Competencies (Skills), Education (maybe Qualifications?), Compensation (Pay), Physical Demands (maybe Benefits? Actually physical demands not benefits; but we could include Benefits if present; there is mention of benefits package but no details. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states: "We offer a competitive benefits package and variable pay programs, please visit ..." That's a statement about benefits but not specific details. It says "competitive benefits package". Is that enough to create a Benefits section? It says "we offer a competitive benefits package". That's a statement but not specific details. The rule: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". "competitive benefits package" is vague but not placeholder like "varies". It's a statement that they offer benefits. Might be considered specific enough? It's not detailed but it's a statement. I'd lean to include Benefits section with that sentence. Pay: they give salary range $40,000 to $60,000. So include Pay. Schedule: not mentioned. So omit Schedule.
Now we need to decide headings: About the role (maybe combine Company Overview and Position Summary). Responsibilities (Primary Activities + Other Responsibilities). Requirements (maybe Work Experience + Professional Licenses/Certifications?). Qualifications (maybe Education?). Skills (Essential Skills/Competencies). Benefits (benefits package). Pay (salary range). We must not repeat job title as heading. No Job ID.
We need to preserve ALL substantive information; do not invent or summarize away detail. So we need to include all details from those sections.
We must use - for any list of duties/requirements/benefits, and
for prose.
Thus we need to convert lists to
- . The posting includes bullet-like sentences separated by line breaks. We'll need to parse them.
Let's extract content.
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."
Position Summary: "With some guidance and/or direction, leads client service including ALL primary activities listed below.May deliver renewal messaging to some clients.Majority of time spent on standard process steps.Often auto-renewals."
Primary Responsibilities (Primary Activities 60% or more of time): list:
- 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
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.
Work Experience: "3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages"
Professional Licenses/Certifications: "Must hold state Property & Casualty insurance license"
Essential Skills/Competencies: list many items:
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
- Must be skilled in Excel, Word, and other MS Office products.
- Maintains effective relationships with client, 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.
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.
Education: "HS Diploma or equivalent"
Compensation: "This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $40,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details."
Physical Demands: "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."
We need to remove EEO and Executive Search Firms etc.
Now we need to map to headings.
About the role: Could combine Company Overview and Position Summary. We'll put that as prose in
.
Responsibilities: combine Primary Activities and Other Responsibilities. We'll list as
- .
Requirements: maybe Work Experience + Professional Licenses/Certifications? Could be separate but we have limited headings. We could use Requirements for experience and license. Qualifications for Education. Skills for Essential Skills/Competencies.
Benefits: we have statement about competitive benefits package. We'll put as
.
Pay: salary range and note about individual compensation varies. We'll put as
.
We must not include Schedule.
Now ensure we don't repeat job title as heading. Not needed.
Now produce HTML fragment.
We'll need to escape any HTML special characters? Not needed.
Let's craft.
About the role
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. With some guidance and/or direction, leads client service including ALL primary activities listed below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals.
Responsibilities
- 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
- 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.
Requirements
- 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages
- Must hold state Property & Casualty insurance license
Qualifications
HS Diploma or equivalent
Skills
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
- Must be skilled in Excel, Word, and other MS Office products.
- Maintains effective relationships with client, 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.
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast paced environment with some instruction and a
- for any list of duties/requirements/benefits, and
for prose. Thus we need to convert lists to
- . The posting includes bullet-like sentences separated by line breaks. We'll need to parse them.
Let's extract content.
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."
Position Summary: "With some guidance and/or direction, leads client service including ALL primary activities listed below.May deliver renewal messaging to some clients.Majority of time spent on standard process steps.Often auto-renewals."
Primary Responsibilities (Primary Activities 60% or more of time): list:
- 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
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.
Work Experience: "3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages"
Professional Licenses/Certifications: "Must hold state Property & Casualty insurance license"
Essential Skills/Competencies: list many items:
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
- Must be skilled in Excel, Word, and other MS Office products.
- Maintains effective relationships with client, 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.
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.
Education: "HS Diploma or equivalent"
Compensation: "This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $40,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details."
Physical Demands: "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."
We need to remove EEO and Executive Search Firms etc.
Now we need to map to headings.
About the role: Could combine Company Overview and Position Summary. We'll put that as prose in
. Responsibilities: combine Primary Activities and Other Responsibilities. We'll list as
- .
Requirements: maybe Work Experience + Professional Licenses/Certifications? Could be separate but we have limited headings. We could use Requirements for experience and license. Qualifications for Education. Skills for Essential Skills/Competencies.
Benefits: we have statement about competitive benefits package. We'll put as
. Pay: salary range and note about individual compensation varies. We'll put as
. We must not include Schedule. Now ensure we don't repeat job title as heading. Not needed. Now produce HTML fragment. We'll need to escape any HTML special characters? Not needed. Let's craft.
About the role
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. With some guidance and/or direction, leads client service including ALL primary activities listed below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals.
Responsibilities
- 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
- 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.
Requirements
- 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages
- Must hold state Property & Casualty insurance license
Qualifications
HS Diploma or equivalent
Skills
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
- Must be skilled in Excel, Word, and other MS Office products.
- Maintains effective relationships with client, 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.
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast paced environment with some instruction and a
- .
Requirements: maybe Work Experience + Professional Licenses/Certifications? Could be separate but we have limited headings. We could use Requirements for experience and license. Qualifications for Education. Skills for Essential Skills/Competencies.
Benefits: we have statement about competitive benefits package. We'll put as
- . The posting includes bullet-like sentences separated by line breaks. We'll need to parse them.
Let's extract content.
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."
Position Summary: "With some guidance and/or direction, leads client service including ALL primary activities listed below.May deliver renewal messaging to some clients.Majority of time spent on standard process steps.Often auto-renewals."
Primary Responsibilities (Primary Activities 60% or more of time): list:
- 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
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.
Work Experience: "3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages"
Professional Licenses/Certifications: "Must hold state Property & Casualty insurance license"
Essential Skills/Competencies: list many items:
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
- Must be skilled in Excel, Word, and other MS Office products.
- Maintains effective relationships with client, 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.
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.
Education: "HS Diploma or equivalent"
Compensation: "This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $40,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details."
Physical Demands: "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."
We need to remove EEO and Executive Search Firms etc.
Now we need to map to headings.
About the role: Could combine Company Overview and Position Summary. We'll put that as prose in