Strategic Commercial Lines Lead

World Insurance Associates LLC; Toms River (NJ); On-site; USD 73,300 - 90,500; Full time

Job summary

World Insurance Associates LLC is seeking a Senior Client Manager to serve as the primary service contact for select commercial clients, ensuring satisfaction and strategic planning. The role emphasizes delivering excellent client service leadership and representing client needs within the organization to ensure quality.

You will evaluate exposures, secure quotes, review and finalize documents, and maintain detailed client records in EPIC.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty.
• Must hold state Property & Casualty insurance license.
• High School Diploma or equivalent.

Responsibilities

• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes.
• Obtains information from client, analyzes risk, and applies technical expertise to make recommendations.
• Determines markets within Core Carrier Strategy.
• Creates solutions and makes recommendations for strategy meetings with Client Advisor.
• Creates complete carrier submissions 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 for client communications.
• Create activities in EPIC and assign to team members.
• Maybe responsible for ordering loss runs and endorsements.

Skills

Excel proficiency

EPIC knowledge

Client service

Communication skills

Problem solving

Team player

Education

High School Diploma

Tools

EPIC

Microsoft Office

Job description

World Insurance Associates LLC is seeking a Senior Client Manager to serve as the primary service contact for select commercial clients, ensuring satisfaction and strategic planning. The role emphasizes delivering excellent client service leadership and representing client needs within the organization to ensure quality.

You will evaluate exposures, secure quotes, review and finalize documents, and maintain detailed client records in EPIC.