Personal Lines Senior Client Manager

World Insurance As; Waltham (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates is seeking a detail-oriented professional in Massachusetts to manage client renewals and coverage decisions. You will use rate tools and EPIC to support accurate renewals and billing, while maintaining strong client relationships.

The role emphasizes independent, team-based work, with a focus on selling all World capabilities to clients and prospects.

Qualifications

• Requires HS Diploma or equivalent.
• Strong proficiency with MS Office and Excel formulas.
• Experience with insurance client services and renewal processes is preferred.

Responsibilities

• Evaluates exposures and renewal quotes for client accounts.
• Reviews upcoming renewals and determines which accounts warrant remarket.
• Makes coverage recommendations based on client needs.
• Uses comparative rater tools to obtain quotes for clients.
• Transacts agency billing where applicable and processes documents.
• Obtains signed binding documents and notifies carriers.
• Maintains accuracy of binding documents and reviews agreements.
• Manages account details and policy information in EPIC.

Skills

Excel proficiency

Tech platform adaptability

Agency management systems

Customer service oriented

Team collaboration

Client requirement expertise

Strategic problem solving

Education

HS Diploma or equivalent

Tools

EPIC

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 within book of business.


• Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.


• May also perform activities in Other Responsibilities, but majority of 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 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”

Other Responsibilities, as applicable

• Setup and maintain accurate account details, contacts, and policy information in EPIC


• Process renewals, endorsement, 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 request, etc.


• Create activities in EPIC and assign to applicable team member


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

Work Experience

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

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license.

Essential Skills/Competencies

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


• Able to understand new technology platforms quickly


• Proficient in agency management systems and carrier sites


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


• Able to work in a team environment. Easily gain the trust and support of peers.


• Has a 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 and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.


• 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

• HS Diploma or equivalent

Compensation

This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $60,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

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 equalopportunity workplace. 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 known physical 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.