Commercial Lines Client Manager
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Job Location:
Winter Park, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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
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 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
Work Experience
Professional Licenses/Certifications
Essential Skills/Competencies
Education
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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-MF1
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
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 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 andfinalizequotes
- Withguidanceobtains information from client analyzes risk and applies technical expertise/knowledge to make recommendations.
- With guidancedeterminesmarkets within Core Carrier Strategy
- Creates complete carrier submission and submits
- Obtains signed binding and notifies carriers
- Reviews binding documents for accuracy
- Set up andmaintainaccurateaccount details contacts and policy information in EPIC
- Process renewals endorsement acknowledgmentscancellationsand 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 responsiblefor ordering loss runs generating proofs and endorsement and audit review.
Work Experience
- 3years experience in Property and Casualty with a comprehensive understandingofinsurance 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 andworkingwithin 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 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 to provide consultation of coverage 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.
- 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 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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-MF1
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
