Personal Lines Client Manager

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 3000 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

With some guidance and/or direction leads client service including ALL primary activities list below. May deliver renewal messaging to some clients.

Majority of time spent on standard process steps. Often auto-renewals.

May also perform activities in Other Responsibilities but majority of day-to-day is spent in the Primary Activities.

Primary Responsibilities

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote

• Review upcoming renewals and determine which accounts warrant remarket

• Make coverage recommendations

• Utilize comparative rater tool to obtain quotes

• Transact agency billing (where applicable)

• Obtain signed binding and notifies carriers

• Reviews binding documents for accuracy

Other Responsibilities as applicable

• Setup 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

• Initiate endorsements proofs of insurance and invoices

• 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

• May be responsible for pulling items such as MVR CLUES Risk Meters RCE etc.

Position Specific Skills/Qualifications

Work Experience

• 3 years experience in Personal 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.

• Maintains effective relationships with client 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 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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