Commercial Lines Client Manager

Job Title

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

Under the guidance of a service manager, this position 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

• Contact with incumbent carrier to adjust for change in exposures
• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
• With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
• With guidance determines markets within Core Carrier Strategy
• Creates complete carrier submission and submits
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy

Other Responsibilities, as applicable:

• Set up and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsement, 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 request, etc.
• Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.

Work Experience

• 3+ years' experience in Property and 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. Must be skilled in Excel, Word, and other MS Office products.
• Proficient in agency management systems (EPIC) and carrier sites.
• Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvements in placements and services.
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.
• Proficient in self-serve portals and manages client training and utilization.
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.

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.