Commercial Lines Senior Client Manager

World Insurance Associates LLC; Exeter (NH); On-site; USD 85,000 - 120,000; Full time

Job summary

World Insurance Associates is seeking a Senior Client Manager to independently service a book of select commercial clients, focusing on client satisfaction and strategic planning. You will serve as the primary contact, analyze risk, and prepare carrier submissions to drive optimal outcomes.

This role requires 3+ years in Commercial Property & Casualty, a Property & Casualty license, and strong MS Office and EPIC proficiency.

Qualifications

• Must hold state Property & Casualty insurance license.
• 3+ years’ experience in Commercial Property & Casualty.
• Proficient in Excel, Word, and MS Office.
• Familiar with agency management systems (EPIC) and carrier sites.
• Strong communication and client service skills.

Responsibilities

• Serve as the primary service contact for select commercial clients.
• Analyze risk and prepare carrier submissions.
• Coordinate renewals, endorsements, and proofs of insurance.
• Review binding documents and maintain account details in EPIC.
• Support client satisfaction and strategic planning.

Skills

P&C license

Excel

Word

MS Office

EPIC

Education

High School Diploma or equivalent

Tools

EPIC

Excel

Word

MS Office

Job 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
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients andis responsible forclient 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

• Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
• DeterminesMarkets within Core Carrier Strategy
• Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
• Creates complete carrier submission and submits
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy
• Contract Reviews
• 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.
• Create activities in EPIC and assign to applicable team member
• Maybe responsiblefor ordering loss runs, generating proofs and endorsement and audit review.

Work Experience

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license
• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
• Able to understandnew technologyplatforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites.
• Hands onpersonalapproach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
• Maintains effective relationships with clients, co-workers, and colleagues.Viewed as a team player and is cooperative and collaborative
• Has an understanding of guaranteed cost program design and coverage forms.Able to provide consultation of coverage needs.
• Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
• 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 solve difficult problems that are not routine, but not overly complex.
• 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 problems.Usescritical 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 experience.

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 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.