Senior Commercial Insurance Client Advisor

World Insurance Associates LLC; Poquoson (VA); On-site; USD 90,000 - 130,000; Full time

Job summary

World Insurance Associates seeks a Senior Client Manager to act as the primary service contact for a select book of commercial clients and to ensure client satisfaction and strategic planning. The role represents client needs within the organization to ensure quality.

Key duties include risk analysis, carrier submissions, renewals processing, and maintaining account details in EPIC, with a strong emphasis on client communications and collaboration with carriers.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty and understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficient in EPIC and MS Office (Excel, Word).

Responsibilities

• Obtain client information, analyze risk, and recommend solutions.
• Prepare and submit carrier submissions and obtain bindings.
• Manage account details and policy information in EPIC; process renewals and endorsements.
• Prepare communications to clients and carriers using templates.

Skills

Client relationship management

Customer service

Communication skills

Excel proficiency

EPIC familiarity

Education

High school diploma

Tools

EPIC

Excel

Word

Carrier sites

Job description

World Insurance Associates seeks a Senior Client Manager to act as the primary service contact for a select book of commercial clients and to ensure client satisfaction and strategic planning. The role represents client needs within the organization to ensure quality.

Key duties include risk analysis, carrier submissions, renewals processing, and maintaining account details in EPIC, with a strong emphasis on client communications and collaboration with carriers.