Senior Commercial Lines Client Leader - Drive Client Impact

World Insurance Associates LLC

Anderson (SC)

On-site

USD 65,000 - 95,000

Full time

14 days+
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Job summary

World Insurance Associates in Anderson, SC is seeking a Senior Client Manager to serve as the primary service contact for a select commercial book, ensuring client satisfaction and strategic planning.

You will analyze client risk, determine markets, prepare carrier submissions, manage renewals and endorsements, and maintain accurate policy details in EPIC, using Excel, Word and other MS Office tools to deliver excellent service.

Qualifications

  • Must hold state Property & Casualty insurance license.
  • Strong Excel/Word proficiency and MS Office suite.
  • Experience with EPIC agency management system.

Responsibilities

  • Obtains information from client, analyzes risk, and makes recommendations.
  • Determines Markets within Core Carrier Strategy and prepares submissions.
  • Creates solutions and prepares strategy materials for client meetings.
  • Manages renewals, endorsements, cancellations and proofs of insurance.
  • Maintains accurate account details, contacts, and policy information in EPIC.

Skills

Risk analysis
Communication
Teamwork

Education

High School Diploma

Tools

EPIC
Excel
Word
MS Office

Job description

World Insurance Associates in Anderson, SC is seeking a Senior Client Manager to serve as the primary service contact for a select commercial book, ensuring client satisfaction and strategic planning.

You will analyze client risk, determine markets, prepare carrier submissions, manage renewals and endorsements, and maintain accurate policy details in EPIC, using Excel, Word and other MS Office tools to deliver excellent service.

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