Commercial Lines Senior Client Manager - Select

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. Sets up and maintains accurate account details, contacts, and policy information in EPIC. Processes renewals, endorsements, acknowledgments, cancellations and proofs of insurance. Attaches, organizes, and names documents in EPIC. Leverages 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. Creates activities in EPIC and assigns to applicable team member. May be 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, specific to creating, formatting, and 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. Maintains effective relationships with clients, co‑workers, and colleagues. Viewed as a team player, cooperative and collaborative. Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation on coverage needs. Has a deep and thorough understanding of client requirements, competitive market, industry trends and is recognized internally and externally as a subject matter expert. Strong written, oral, and interpersonal communication skills. Sets objectives within the context of specified solutions and develops and implements work plans for completing projects. 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. 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. 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. 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 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. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $73,300 to $90,500. 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 for more details. #J-18808-Ljbffr World Insurance Associates, LLC.