Personal Lines Senior 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

Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients withinbookof business.

Usesjudgment onmore manualrenewals to execute on service plan. Hasdeepunderstanding of markets to make informed recommendations to clients.

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

• Contract Reviews

• Responsible for rounding out accounts and Selling all of World

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

• 3Yearsexperience in Personal Property & Casualty with a comprehensive understandingofinsurancecoverages.

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Must be proficient in Excel (specifically Excel formulaschartsand tables); Word and other MS office Products.

• Able to understandnew technologyplatforms quickly

• Proficient in agency management systems and carrier sites

• Hands onpersonalapproach to customer service. Maintains effective relationships with clients co-workers and colleagues.

• Able to work in a team environment. Easilygainsthe trust and support of peers.

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

• Work output is consistent detailed and to apply these skills in a fast-paced environment.

• Able to develop short- and long-term strategies that havehighimpact on client/prospects and the business. Anticipates obstacles andidentifiesways to overcome them.

• Provides resolution to a diverse range of thinking toidentifykey 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

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.

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.

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