Senior Commercial Lines Account Manager

World Insurance As; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

World Insurance Associates in Columbus, OH seeks a Senior Client Manager to be the primary service contact for a select book of commercial clients. You will drive client satisfaction, strategic planning, and advocate for client needs within the organization to ensure quality service.

The role requires 3+ years of Commercial Property & Casualty experience, a state Property & Casualty license, and strong Excel/Office skills.

Qualifications

• 3+ years of experience in Commercial Property & Casualty.
• Must hold state Property & Casualty insurance license.
• Proficient with Excel, Word, and MS Office.
• Strong written and interpersonal communication.
• Ability to manage multiple client accounts.

Responsibilities

• Evaluate exposures, obtain quotes, review and finalize quotes.
• Obtain client information, analyze risk, and provide recommendations.
• Determine markets within Core Carrier Strategy.
• Prepare carrier submissions and submit.
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.
• Set up and maintain account details in EPIC.
• Process renewals, endorsements, cancellations, and proofs of insurance.
• Organize documents in EPIC and generate client communications.
• Create activities in EPIC and assign to team members.
• Order loss runs and generate proofs and audits.

Skills

Excel

Word

EPIC

Customer service

Communication

Strategic planning

Risk analysis

Teamwork

Education

High School Diploma

Tools

EPIC system

Carrier sites

Job description

World Insurance Associates in Columbus, OH seeks a Senior Client Manager to be the primary service contact for a select book of commercial clients. You will drive client satisfaction, strategic planning, and advocate for client needs within the organization to ensure quality service.

The role requires 3+ years of Commercial Property & Casualty experience, a state Property & Casualty license, and strong Excel/Office skills.