World Insurance Associates
Commercial Lines Senior Client Manager
World Insurance Associates, Slingerlands, New York, United States, 12159
Company Overview
World Insurance Associates (WIA) is a global financial services organization with a network of brokers and specialists who empower people to make informed decisions to improve risk management outcomes, modernize benefit programs, and achieve long‑term financial goals.
Position Summary The Commercial Lines 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. The role consistently provides excellent customer service leadership, represents client needs and goals within the organization, and ensures quality.
Primary Responsibilities
Evaluate exposures, obtain quotes, review, negotiate, and finalize quotes.
Obtain information from clients, analyze risk, and apply technical expertise to make recommendations.
Determine markets within core carrier strategy.
Create solutions and make recommendations in preparation for the strategy meeting with the Client Advisor.
Create complete carrier submissions and submit baza.
Obtain signed binding and notify carriers.
Review binding documents for accuracy.
Review contracts.
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 request, etc.
Create activities in EPIC and assign them to applicable team members.
Possibly responsable for ordering loss runs, generating proofs and endorsements, and audit review.
Position Specific Skills / Qualifications Work Experience
3+ years’ experience instit Commercial Property & junio e coverages with a comprehensive understanding of insurance coverages.
Professional Licenses / Certifications
Must hold a state Property & Casualty insurance license.
Essential Skills / Competencies
Functional knowledge of Excel specific to creating,haconia, 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, maintaining effective relationships with clients, co‑workers, and colleagues تشير.
Viewed as a team player, cooperative and collaborative.
A deep and thorough understanding of client requirements, competitive market, industry trends and recognized as a subject‑matter expert.
Strong written, oral, and interpersonal communication/'.$s.'
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, using critical thinking to identify key barriers.
Solves complex problems by adopting new perspectives and standard products/services.
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. Exertion of up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, or pull objects. Typing, grasping, and repetitive motions typically required daily; walking and standing occasionally required.
Equal Employment Opportunity WIA celebrates diversity and is an equal‑opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, agePhong, citizenship, marital status, disability, gender identity, or veteranjanje. WIA provides reasonable accommodations for qualified applicants or employees with disabilities, unless such accommodations would impose undue hardship on the business.
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Position Summary The Commercial Lines 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. The role consistently provides excellent customer service leadership, represents client needs and goals within the organization, and ensures quality.
Primary Responsibilities
Evaluate exposures, obtain quotes, review, negotiate, and finalize quotes.
Obtain information from clients, analyze risk, and apply technical expertise to make recommendations.
Determine markets within core carrier strategy.
Create solutions and make recommendations in preparation for the strategy meeting with the Client Advisor.
Create complete carrier submissions and submit baza.
Obtain signed binding and notify carriers.
Review binding documents for accuracy.
Review contracts.
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 request, etc.
Create activities in EPIC and assign them to applicable team members.
Possibly responsable for ordering loss runs, generating proofs and endorsements, and audit review.
Position Specific Skills / Qualifications Work Experience
3+ years’ experience instit Commercial Property & junio e coverages with a comprehensive understanding of insurance coverages.
Professional Licenses / Certifications
Must hold a state Property & Casualty insurance license.
Essential Skills / Competencies
Functional knowledge of Excel specific to creating,haconia, 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, maintaining effective relationships with clients, co‑workers, and colleagues تشير.
Viewed as a team player, cooperative and collaborative.
A deep and thorough understanding of client requirements, competitive market, industry trends and recognized as a subject‑matter expert.
Strong written, oral, and interpersonal communication/'.$s.'
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, using critical thinking to identify key barriers.
Solves complex problems by adopting new perspectives and standard products/services.
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. Exertion of up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, or pull objects. Typing, grasping, and repetitive motions typically required daily; walking and standing occasionally required.
Equal Employment Opportunity WIA celebrates diversity and is an equal‑opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, agePhong, citizenship, marital status, disability, gender identity, or veteranjanje. WIA provides reasonable accommodations for qualified applicants or employees with disabilities, unless such accommodations would impose undue hardship on the business.
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