Senior Commercial Lines Client Partner

World Insurance As; West Fargo (ND); On-site; USD 85,000 - 120,000; Full time

Job summary

World Insurance Associates is seeking a Senior Client Manager to act as the primary service contact for a select book of commercial clients, driving client satisfaction and strategic planning.

You will evaluate exposures, coordinate carrier submissions, and manage renewals while maintaining strong client relationships and leveraging EPIC and carrier portals to deliver accurate, timely service.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license
• Proficient in agency management systems (EPIC) and carrier sites.
• Strong written, oral, and interpersonal communication skills.

Responsibilities

• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes.
• 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

Commercial Property & Casualty

Client relationship management

Strategic planning

Communication

Problem solving

Education

High School Diploma or equivalent experience

Tools

EPIC

Carrier sites

MS Office

Job description

World Insurance Associates is seeking a Senior Client Manager to act as the primary service contact for a select book of commercial clients, driving client satisfaction and strategic planning.

You will evaluate exposures, coordinate carrier submissions, and manage renewals while maintaining strong client relationships and leveraging EPIC and carrier portals to deliver accurate, timely service.