Commercial Lines Senior Client Manager
World Insurance Associates, LLC., Titusville, Florida, United States, 32780
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 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 client, 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. 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 member. Maybe responsible for ordering loss runs, generating proofs and endorsements, and audit review.
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, including creating, formatting, and evaluating formulas; proficient 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. View as a team player; cooperative and collaborative. Understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs. Deep understanding of client requirements, competitive market, industry trends; recognized as a subject matter expert. Strong written, oral, and interpersonal communication skills; sets and achieves day-to-day objectives; develops and implements work plans for projects. Able to solve non-routine but not overly complex problems. Able to develop short- and long-term strategies with high impact on clients/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 and resolve complex situations; can solve complex problems with a new perspective using standard products/services.
Education
High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves desk work, using an adjustable desk. Up to 10 pounds of force may be required to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are typically required daily; walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace committed to opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. We provide reasonable accommodations to known physical or mental limitations of applicants or employees with disabilities, unless the accommodation would impose an undue hardship on the operation of the business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered World’s property, and World will not pay a referral fee. Resumes submitted directly to Hiring Managers must contact World’s Human Resources Talent Department.
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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 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 client, 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. 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 member. Maybe responsible for ordering loss runs, generating proofs and endorsements, and audit review.
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, including creating, formatting, and evaluating formulas; proficient 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. View as a team player; cooperative and collaborative. Understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs. Deep understanding of client requirements, competitive market, industry trends; recognized as a subject matter expert. Strong written, oral, and interpersonal communication skills; sets and achieves day-to-day objectives; develops and implements work plans for projects. Able to solve non-routine but not overly complex problems. Able to develop short- and long-term strategies with high impact on clients/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 and resolve complex situations; can solve complex problems with a new perspective using standard products/services.
Education
High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves desk work, using an adjustable desk. Up to 10 pounds of force may be required to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are typically required daily; walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace committed to opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. We provide reasonable accommodations to known physical or mental limitations of applicants or employees with disabilities, unless the accommodation would impose an undue hardship on the operation of the business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered World’s property, and World will not pay a referral fee. Resumes submitted directly to Hiring Managers must contact World’s Human Resources Talent Department.
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