Strategic Senior Commercial Insurance Client Manager

World Insurance Associates LLC; Keene (NH); On-site; USD 70,000 - 110,000; Full time

Job summary

World Insurance Associates LLC in Keene, NH, is seeking a Senior Client Manager to serve as the primary service contact for a select book of commercial clients and to ensure client satisfaction and strategic planning.

You will analyze client risk, prepare carrier submissions, manage renewals, and maintain accurate policy data in EPIC, while building strong relationships with clients and colleagues across the organization.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficient in Excel and MS Office; experience with EPIC is preferred.

Responsibilities

• 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 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 to produce standard communications to clients and carriers, including BOR and pre-renewal letters

Skills

Customer service

Communication skills

Relationship management

Problem solving

Education

High School Diploma or equivalent experience

Tools

EPIC

MS Office (Excel/Word)

Job description

World Insurance Associates LLC in Keene, NH, is seeking a Senior Client Manager to serve as the primary service contact for a select book of commercial clients and to ensure client satisfaction and strategic planning.

You will analyze client risk, prepare carrier submissions, manage renewals, and maintain accurate policy data in EPIC, while building strong relationships with clients and colleagues across the organization.