Strategic Commercial Insurance Account Leader

World Insurance Associates LLC; Livingston (NJ); Vor Ort; USD 73.300 - 90.500; Vollzeit

Zusammenfassung

World Insurance Associates is seeking a Senior Client Manager to independently service a book of select commercial clients, ensuring client satisfaction and strategic planning. You will lead interactions with clients, analyze exposures, and coordinate with carriers to obtain quotes and finalize coverage.

The role requires 3+ years in Commercial Property & Casualty, a Property & Casualty license, and strong skills in EPIC and MS Office.

Qualifikationen

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Aufgaben

• Evaluates exposures, obtains quotes, review, negotiate andfinalizequotes
• Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
• DeterminesMarkets 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 andmaintainaccurateaccount details, contacts, and policy information in EPIC
• Process renewals, endorsements, acknowledgments,cancellationsand 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 responsiblefor ordering loss runs, generating proofs and endorsement and audit review.

Kenntnisse

Excel

MS Office

Word

Client service

EPIC

Ausbildung

High School Diploma

Tools

EPIC

Carrier sites

Jobbeschreibung

World Insurance Associates is seeking a Senior Client Manager to independently service a book of select commercial clients, ensuring client satisfaction and strategic planning. You will lead interactions with clients, analyze exposures, and coordinate with carriers to obtain quotes and finalize coverage.

The role requires 3+ years in Commercial Property & Casualty, a Property & Casualty license, and strong skills in EPIC and MS Office.