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 directionleadsclient serviceincludingALLprimaryactivitieslistbelow. May deliver renewal messaging to some clients.

Majorityof timespenton standard process steps. Often auto-renewals.

May also perform activities in Other Responsibilities butmajorityof 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 anddeterminewhich accountswarrantremarket

• Make coverage recommendations

• Utilize comparative rater tool to obtain quotes

• Transact agency billing (where applicable)

• Obtain signed binding and notifies carriers

• Reviewsbinding documents for accuracy

Other Responsibilities as applicable

• Setupandmaintainaccurateaccount details contacts and policy information in EPIC

• Process renewals endorsement acknowledgmentscancellationsand 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 changerequest etc.

• Create activities in EPIC and assign to applicable teammember

• Maybe responsible forpulling items such as MVR CLUES Risk Meters RCE etc.

Position Specific Skills/Qualifications

Work Experience

• 3 years experience in Personal Property and Casualty witha comprehensiveunderstandingof insurancecoverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating formatting and evaluating formulas andworkingwithin templates. Must be skilled in Excel Word and other MS Office products.

• Maintains effective relationshipswithclient co-workers and a team player and is cooperative and collaborative.

• Able to obtain firsthand customer information and use it for improvementsin placements and services.

• Has an understanding ofguaranteed cost program design and coverage to provide consultationofcoverage needs.

• Strong written oral and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.

• Able to consistently perform/produce quality workunderstandsthe urgency in various tasks and consistentlymeetstimelines.

• Proficient in self-serve portals and manages client training andutilization.

• Follows a well-established set of activities.

• Able to solve difficult problems that are not routine but not overly complex.

• Abilityto work in afast pacedenvironment 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 forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day and walking and standing arerequiredoccasionally.

Compensation

This position is located in Illinois. The base salary for this position at the time of this posting may range from $50000 to $75000. 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 pleasevisit more details.

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 equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean undue hardship on the operation of our business.