Commercial Lines Client Manager

Insurancecenterinc; Windham (NH); On-site; USD 55,000 - 75,000; Full time

Job summary

World Insurance Associates in Windham, NH is seeking a Property & Casualty professional to be the primary service contact for a select book of commercial clients. You will ensure client satisfaction and align service goals with company objectives.

Ideal candidates bring 3+ years in P&C, a state license, and strong Excel/EPIC capabilities to craft precise submissions, renewals, and carrier communications while maintaining accuracy and efficiency.

Qualifications

• 3+ years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license
• Functional knowledge of Excel for formulas and templates; proficient in Word and MS Office
• Experience with agency management systems (EPIC) and carrier sites
• Strong written and interpersonal communication skills

Responsibilities

• Contact with incumbent carrier to adjust for change in exposures.
• Evaluates exposures, obtains quotes, review, negotiate and finalise quotes.
• With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
• With guidance determines markets within Core Carrier Strategy.
• Creates complete carrier submission and submits.
• Obtains signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations and 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.
• Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.

Skills

Excel

EPIC

Client relationships

Communication

MS Office

Education

HS Diploma or equivalent

Tools

Carrier sites

Job description

Description

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 3,000 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 planning.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

• 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

Other Responsibilities, as applicable:

• Set up andmaintainaccurateaccount details, contacts, and policy information in EPIC

• Process renewals, endorsement, acknowledgments,cancellationsand 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

• 3+ years’ 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 colleagues.Viewedas 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-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work,understandsthe 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 status. In 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 World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.