Commercial Lines Client Manager - New York, NY
World Insurance As, New York, New York, us, 10261
Position Summary
The Associate Client Representative supports the daily management of a high-volume Commercial Lines bookofselectbusiness. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
Set up and maintain accurate account details, contacts, and policy information in EPIC.
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, proposal letters, change requests, proofs of insurance etc.
Endorse policy in EPIC and billing.
Create activities in EPIC and assign applicable team-member.
Order loss runs.
Work Experience
2+ years’ experience inCommercialProperty and Casualty.
Professional Licenses / Certifications
Must hold state Property & Casualty insurance license.
Essential Skills / Competencies
Knowledge of Excel, Word, and other MS Office products to include basic formatting.
Has knowledge of agency management systems (EPIC) and carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment.
Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.
Strong written, oral, and interpersonal communication skills.
Able to follow a well-established and familiar set of activities and/or processes to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
Education
HS Diploma or equivalent.
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 is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity At 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.
To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,300 to $72,600. 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, please visit https://www.worldinsurance.com/careers for more details.
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Primary Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
Set up and maintain accurate account details, contacts, and policy information in EPIC.
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, proposal letters, change requests, proofs of insurance etc.
Endorse policy in EPIC and billing.
Create activities in EPIC and assign applicable team-member.
Order loss runs.
Work Experience
2+ years’ experience inCommercialProperty and Casualty.
Professional Licenses / Certifications
Must hold state Property & Casualty insurance license.
Essential Skills / Competencies
Knowledge of Excel, Word, and other MS Office products to include basic formatting.
Has knowledge of agency management systems (EPIC) and carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment.
Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.
Strong written, oral, and interpersonal communication skills.
Able to follow a well-established and familiar set of activities and/or processes to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
Education
HS Diploma or equivalent.
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 is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity At 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.
To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,300 to $72,600. 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, please visit https://www.worldinsurance.com/careers for more details.
#J-18808-Ljbffr