Personal Lines Senior Client Manager

Description

Company Overview: World Insurance Associates is a financial services organization founded in 2011. With a global network of brokers and specialists, they empower individuals and businesses to manage risks effectively, modernize benefits programs, and achieve long-term financial goals. They are one of the top 25 insurance brokers in the U.S., serving over 3,000 employees in more than 300 offices across North America and the U.K.

Primary Responsibilities

• Evaluates exposures and renewal quote
• Reviews upcoming renewals and determines which accounts warrant remarketing
• Utilizes comparative rater tool to obtain quotes
• Transacts agency billing (where applicable)
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy
• Contracts Reviews: Responsible for rounding out accounts and “Selling all of World”

Other Responsibilities

• Setup 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
• 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 requests, 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 & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• 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
• Easily 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
• Able to anticipate obstacles and identify 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

• 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.
• 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.

Executive Search Firms and Staffing Agencies

• This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.