World Insurance Associates LLC
Commercial Lines Senior Client Manager
World Insurance Associates LLC, Houston, Texas, United States, 77246
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 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 consistently provides excellent customer service leadership to accounts and represents client needs and goals within the organization to ensure quality.
Primary Responsibilities
Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes
Obtains information from client, analyzes risk, and applies technical expertise 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
Conduces contract reviews
Other Responsibilities
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 requests, etc.
Create activities in EPIC and assign to applicable team members
Order loss runs, generate proofs and endorsements and conduct audit review (as applicable)
Work Experience
3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
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, and is viewed as a team player who 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 is recognized internally and externally as a subject matter expert.
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 solve difficult problems that are not routine, but not overly complex.
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.
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 required every day, and walking and standing required occasionally.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are 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. We make 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.
Job Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
Industries: Insurance
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Position Summary 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 consistently provides excellent customer service leadership to accounts and represents client needs and goals within the organization to ensure quality.
Primary Responsibilities
Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes
Obtains information from client, analyzes risk, and applies technical expertise 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
Conduces contract reviews
Other Responsibilities
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 requests, etc.
Create activities in EPIC and assign to applicable team members
Order loss runs, generate proofs and endorsements and conduct audit review (as applicable)
Work Experience
3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
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, and is viewed as a team player who 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 is recognized internally and externally as a subject matter expert.
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 solve difficult problems that are not routine, but not overly complex.
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.
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 required every day, and walking and standing required occasionally.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are 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. We make 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.
Job Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
Industries: Insurance
#J-18808-Ljbffr