Personal Lines Senior Client Manager

divh2Job Title/h2pIndependently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business./ppUses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients./ppMay also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities./ph3Primary Activities (60% or more of time)/h3pEvaluates exposures and renewal quote/ppReview upcoming renewals and determine which accounts warrant remarket/ppMake coverage recommendations/ppUtilize comparative rater tool to obtain quotes/ppTransact agency billing (where applicable)/ppObtain signed binding and notifies carriers/ppReviews binding documents for accuracy/ppContract Reviews/ppResponsible for rounding out accounts and Selling all of World/ph3Other Responsibilities, as applicable/h3pSetup and maintain accurate account details, contacts, and policy information in EPIC/ppProcess renewals, endorsement, acknowledgments, cancellations and proofs of insurance/ppAttach, organize, and name documents in EPIC/ppInitiate endorsements, proofs of insurance and invoices/ppLeverage 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./ppCreate activities in EPIC and assign to applicable team member/ppMay be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc./ph3Position Specific Skills/Qualifications/h3h3Work Experience/h3p3+ Years experience in Personal Property

Casualty with a comprehensive understanding of insurance coverages./ph3Professional Licenses/Certifications/h3pMust hold state Property

Casualty insurance license/ph3Essential Skills/Competencies/h3pMust be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products./ppAble to understand new technology platforms quickly/ppProficient in agency management systems and carrier sites/ppHands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues./ppAble to work in a team environment. Easily gains the trust and support of peers./ppHas a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert./ppWork output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment./ppAble 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./ppProvides 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./ph3Education/h3pHigh School Diploma or Equivalent/ph3Physical Demands

Working Conditions/h3pOffice 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./ph3Equal Employment Opportunity/h3pAt 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./p/div