Personal Lines Senior Client Manager

World Insurance As; Pierre (SD); On-site; USD 55,000 - 85,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional to independently manage renewals, provide coverage recommendations, and communicate with clients and carriers. The role requires deep knowledge of property & casualty insurance, proficiency in EPIC, and the ability to work autonomously while selling the World value proposition.

You will handle billing, document management, and endorsements, collaborating with teammates to ensure accurate, timely service.

Qualifications

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

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Utilize comparative rater tool to obtain quotes.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.
• Responsible for rounding out accounts and “Selling all of World”
• Setup 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.
• Initiate endorsements, proofs of insurance and invoices.
• 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 requests, etc.
• Create activities in EPIC and assign to applicable team member.
• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Skills

Excel formulas

MS Office

Customer service

Team collaboration

Relationship building

Education

High School Diploma or GED

Tools

EPIC

Comparative Rater Tool

Agency management systems

Carrier portals

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

• Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients withinbookof business.
• Usesjudgment onmore manualrenewals to execute on service plan. Hasdeepunderstanding of markets to make informed recommendations to clients.
• May also perform activities in Other Responsibilities, butmajorityof day-to-day is spent in the Primary Activities.

Primary Responsibilities

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote

• Review upcoming renewals anddeterminewhich accountswarrantremarket

• Make coverage recommendations

• Utilize comparative rater tool to obtain quotes

• Transact agency billing (where applicable)

• Obtain signed binding and notifies carriers

• Reviews binding documents for accuracy

• Contract Reviews

• Responsible for rounding out accounts and “Selling all of World”

Other Responsibilities, as applicable

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC

• Process renewals, endorsement, acknowledgments,cancellationsand proofs of insurance

• Attach, organize, and name documents in EPIC

• Initiate endorsements, proofs of insurance and invoices

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, changerequest, etc.

• Create activities in EPIC and assign to applicable teammember

• Maybe responsible forpulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience

• 3+ Years’experience in Personal Property & Casualty with a comprehensive understandingofinsurancecoverages.

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Must be proficient in Excel (specifically Excel formulas,chartsand tables); Word, and other MS office Products.

• Able to understandnew technologyplatforms quickly

• Proficient in agency management systems and carrier sites

• Hands onpersonalapproach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.

• Able to work in a team environment. Easilygainsthe trust and support of peers.

• Hasa deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.

• Work output is consistent andaccurate.Highly detailed and organized.Able to apply these skills in a fast-paced environment.

• 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

Physical Demands

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 accommodations to knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an 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.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.