Commercial Lines Senior Client Manager

Alamo Insurance Services Inc.; Michigan; On-site; USD 65,000 - 95,000; Full time

Job summary

World Insurance Associates is seeking a Senior Client Manager to independently service a selective commercial client book, drive client satisfaction, and align strategic goals across the organization. You will lead risk analysis, prepare carrier submissions, and manage renewals with a focus on service excellence.

The role requires deep insurance knowledge, a Property & Casualty license, and proficiency with EPIC and MS Office. Strong communication and collaborative skills are essential.

Qualifications

• Must hold state Property & Casualty insurance license.
• Functional knowledge of Excel; skilled in Excel, Word, and MS Office products.
• Proficient in agency management systems (EPIC) and carrier sites.
• Hands-on, personal approach to customer service with client relationship focus.
• Understanding of guaranteed cost program design and coverage forms.
• Strong written, oral, and interpersonal communication skills.
• Ability to develop and implement work plans to complete projects.

Responsibilities

• Obtain information from client, analyze risk, and make recommendations.
• Determine Markets within Core Carrier Strategy.
• Prepare strategy documents and carrier submissions.
• Create complete carrier submissions and submit to carriers.
• Obtain signed bindings and notify carriers.
• Review binding documents for accuracy.
• Perform contract reviews.
• Set up and maintain account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.
• Organize and name documents in EPIC; use templates for standard communications.
• Create activities in EPIC and assign to team members.
• Order loss runs, generate proofs and endorsements as needed.

Skills

Customer service

Communication

Problem solving

Team player

Detail-oriented

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.
• Determines Markets 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 and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgements, 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, including BOR, client pre-renewal letters, proposal letters, change request, etc.
• Create activities in EPIC and assign to applicable team member
• Maybe responsible for 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 understand new technology platforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites.
• Hands on personal approach 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-day objectives within 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 have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
• Provides resolution to a diverse range of problems. Uses critical thinking to identify key 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 accommodations to 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.