Personal Lines Senior Client Manager - NJ Metro

divh2Independent Client Service Manager/h2pWorld 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./ppFounded 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./ppIndependently 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./ppPrimary Responsibilities/ppPrimary Activities (60% or more of time)/pulliEvaluates exposures and renewal quote/liliReview upcoming renewals and determine which accounts warrant remarket/liliMake coverage recommendations/liliUtilize comparative rater tool to obtain quotes/liliTransact agency billing (where applicable)/liliObtain signed binding and notifies carriers/liliReviews binding documents for accuracy/liliContract Reviews/liliResponsible for rounding out accounts and Selling all of World/li/ulpOther Responsibilities, as applicable/pulliSetup and maintain accurate account details, contacts, and policy information in EPIC/liliProcess renewals, endorsement, acknowledgments, cancellations and proofs of insurance/liliAttach, organize, and name documents in EPIC/liliInitiate endorsements, proofs of insurance and invoices/liliLeverage 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./liliCreate activities in EPIC and assign to applicable team member/liliMay be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc./li/ulpPosition Specific Skills/Qualifications/ppWork Experience/pulli3+ Years experience in Personal Property Casualty with a comprehensive understanding of insurance coverages./li/ulpProfessional Licenses/Certifications/pulliMust hold state Property Casualty insurance license/li/ulpEssential Skills/Competencies/pulliMust be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products./liliAble to understand new technology platforms quickly/liliProficient in agency management systems and carrier sites/liliHands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues./liliAble to work in a team environment. Easily gains the trust and support of peers./liliHas a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert./liliWork output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment./liliAble 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./liliProvides 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./li/ulpEducation/pulliHigh School Diploma or Equivalent/li/ulpPhysical Demands Working Conditions/ppOffice 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. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $60,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs./ppEqual Employment Opportunity/ppAt 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