Job Description

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 

Primary Activities (at least 60% of time)  

• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes  

• Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.  

• Determines Markets within Core Carrier Strategy  

• Creates solutions and make 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  

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.  

• Create activities in EPIC and assign to applicable team member  

• Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.  

Position Specific Skills/Qualifications 

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. Must be 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.  

• Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative 

• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.   

• Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  

• 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 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 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. 

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