Commercial Lines Senior Account Manager Local Service Manager

World Insurance Associates.

Job Location:

Wakefield, NY - USA

Yearly Salary: USD 70000 - 95000

Posted on: 30+ days ago

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
The Senior Account Manager Local Service Manager supports the Unit Leader and Division Service Leader with the implementation and monitoring of methods process measurements controls and structure that drive profitable growth through operational effectiveness efficiency & broking support. This position also serves as the primary service contact for clients on a middle/large market book of business and is responsible for client satisfaction including strategic planning responsibilities. 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

Strategy Business & Financial Support

Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established.

Drives utilization of KPIs to measure and report results

Supports communication planning and presents strategic vision while articulatingbenefits and listening to feedback

Provides updates on operation performance and key initiatives during regular meeting cadence

Ensures colleague objectives are cascaded

Fosters a collaborative and accountable environment

Management of new and replacement hire requests

Ensures timely billing and cash collections

Ensure key data elements are properly maintained

Client Experience

Oversees client experience delivery model to ensure it meets quality timeliness and consistency standards
Unit Leader & Producer collaboration
Ensures client service teams maintain a disciplined focus on established workflow standard operating procedures and professional excellence standards
Establishes and/or manages an internal new business and renewal planning cadence
Drives the development and implementation of consistent roles and responsibilities across all locations and functions
Implements the standard team structure designed to provide clients with dedicated lead and support colleagues
Acts as liaison with the shared services team and works to build a one team culture across all functions
Ensures the delivery of Client Service Plans and adherence to the established scope of services
Establishes and drives a client at risk identification process

Colleague Development

Motivates develops and leads a high-performance team
Drives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilities
Identifies colleague professional development opportunities and provides coaching mentorship and experiential stretch assignments
Supports recruiting protocols and interview tools designed to attract and retain top talent
Ensures all new and existing colleagues receive and attend training while reinforcing key messages
Promotes Diversity and Inclusion and colleague mentorship
Leads change management initiatives
Participates as a subject matter expert in the advancement and implementation of new processes and technology

Broking Support

Remains current with industry developments regarding products and services
Maintains knowledge of personnel changes at carriers and intermediaries and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovation
Works closely with carriers underwriting staff and intermediaries to promote effective placement of commercial products and capabilities
Oversees broking process to ensure it meets quality timeliness and consistency standards
Drives connection with line of business and industry broking specialists
Ensures broking teams maintain a disciplined focus on established workflow standard operating procedures and professional excellence standards
Leads broking projects
Ensures broking timelines are included in client service plans and adherence to the established marketing protocols

Account Management

Independently leads client service strategy and renewal messaging on larger more complex middle market accounts while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients
Responsible for acting as the primary contact between clients and trading partners and retaining client through customer service which includes open timely and clear communication channels with clients producers and internal partners
Development oversight and coordination of client strategy broking and service plans
Provide technical expertise in analyzing needs coverage forms quotations and value-added services
Prepare submissions to carriers including applications loss analysis and other relevant information following Worlds professional standards while coordinating with Broking Specialists and responding to questions during the broking process
Analyze quotations and coverage comparisons for proper coverages terms and conditions
Prepare final client Proposals incorporating program recommendations
Lead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be required.
Oversight of timely delivery of communication of coverage policies endorsements and audits as applicable
Identify problems summarize and develop strategic solutions with the client by incorporating the companys culture and values in our recommended strategic solutions
As needed prepare reports including yet not limited to open items reporting forms stewardship etc.
Provide daily consultation to clients including guidance on submitting first reports of claims contract review policy changes and available World products services and resources
Direct work of Associate Account Managers and Shared Services
Maintain a high degree of accuracy in agency management systems and adherence to workflows and professional standards

Position Specific Skills/Qualifications

7 years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Must hold state Property & Casualty insurance license
Maintain effective relationships with clients co-workers and trading partners. Ability to work in a team environment
Keep informed regarding industry information new product information coverage and technology to continuously improve knowledge and performance
Strong written oral and interpersonal communication skills
Strong functional knowledge of Excel specific to creating formatting and evaluating formulas and working within templates. Must be proficient in Excel Word and other MS Office products
Strong problem solving and critical thinking skills
Ability to carry out complex tasks with many concrete and abstract variables
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail

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 andwalking and standingarerequiredoccasionally.

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.

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Required Experience:

Manager

Company OverviewWorld 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-t...