[Hiring] Commercial Lines Senior Client Manager @World Insurance Associates.

Role Description

The Senior Client Manager independently 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.

Primary Responsibilities

• Evaluates exposures, obtains quotes, reviews, negotiates, and finalizes quotes.
• Obtains information from clients, 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.
• Contract Reviews.
• Sets up and maintains accurate account details, contacts, and policy information in EPIC.
• Processes renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
• Attaches, organizes, and names documents in EPIC.
• Leverages 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.
• Creates activities in EPIC and assigns to applicable team members.
• May be responsible for ordering loss runs, generating proofs and endorsements, and audit review.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
• Skilled in Excel, Word, and other MS Office products.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites.
• Hands-on personal approach to customer service; maintains effective relationships with clients, co-workers, and colleagues.
• Viewed as a team player and is cooperative and collaborative.
• Has an understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs.
• Has a deep and thorough understanding of client requirements, competitive market, industry trends, and recognized internally and externally as a subject matter expert.
• Strong written, oral, and interpersonal communication skills.
• Able to develop short- and long-term strategies that have high impact on client/prospects and the business.
• Anticipates obstacles and identifies 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 experience.

Physical Demands & Working Conditions

• 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.

To Executive Search Firms and Staffing Agencies

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee.