Personal 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

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

• Evaluates exposures and renewal quote
• Reviews 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.
• Work with clients to ensure timely and accurate completion of all client-facing tasks

Other Responsibilities, As Applicable

• Work closely with internal teams to ensure seamless client interactions
• Participate in cross-functional meetings to discuss client needs and solutions
• Provide ongoing training and support to clients on the use of self-serve portals
• Assist in the development and implementation of new policies and procedures

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.

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates
• Skill 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
• Fulfills a well-established set of activities
• 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

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.

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.

Viewed as a team player and is cooperative and collaborative

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.

Education

HS Diploma or equivalent

Viewed as a team player and is cooperative and collaborative

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.

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.

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.