Senior Commercial Insurance Client Manager (Remote)

Alamo Insurance Services Inc.; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

World Insurance Associates is seeking a Senior Client Manager to independently serve as the primary service contact for a select book of commercial clients and ensure client satisfaction and strategic planning. You will lead service delivery, maintain client relationships, and translate client needs into organizational actions.

The role requires actuarial insight, strong communication, and a proactive approach to renewals, submissions, and carrier interactions, with expertise in EPIC and MS

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license
• Functional knowledge of Excel for creating, formatting, and evaluating formulas; proficient in Word and MS Office

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, endorsements, acknowledgments, 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.

Skills

Customer service

Communication

Team collaboration

Problem solving

Strategic planning

Education

High School Diploma or equivalent

Tools

EPIC

Excel

Word

Job description

World Insurance Associates is seeking a Senior Client Manager to independently serve as the primary service contact for a select book of commercial clients and ensure client satisfaction and strategic planning. You will lead service delivery, maintain client relationships, and translate client needs into organizational actions.

The role requires actuarial insight, strong communication, and a proactive approach to renewals, submissions, and carrier interactions, with expertise in EPIC and MS