TEMP- Commercial Lines Senior Client Manager

Alamo Insurance Services Inc.; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

World Insurance Associates is seeking a Senior Client Manager to independently serve as the primary service contact for a select book of commercial clients and ensure client satisfaction and strategic planning. You will lead service delivery, maintain client relationships, and translate client needs into organizational actions.

The role requires actuarial insight, strong communication, and a proactive approach to renewals, submissions, and carrier interactions, with expertise in EPIC and MS

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license
• Functional knowledge of Excel for creating, formatting, and evaluating formulas; proficient in Word and MS Office

Responsibilities

• 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

Customer service

Communication

Team collaboration

Problem solving

Strategic planning

Education

High School Diploma or equivalent

Tools

EPIC

Excel

Word

Job description

Company Overview

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients andis responsible forclient satisfaction and strategic planning.This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Primary Responsibilities

• 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, endorsement, 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.

Work Experience

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license


• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.


• Able to understandnew technologyplatforms quickly.


• Proficient in agency management systems (EPIC) and carrier sites.


• Hands onpersonalapproach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.


• Maintains effective relationships with clients, co-workers, and colleagues.Viewed as a team player and is cooperative and collaborative


• Has an understanding of guaranteed cost program design and coverage forms.Able to provide consultation of coverage needs.


• Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.


• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.


• Able to solve difficult problems that are not routine, but not overly complex.


• Able to develop short- and long-term strategies that havehighimpact on client/prospects and the business. Anticipates obstacles andidentifiesways to overcome them.


• Provides resolution to a diverse range of problems.Usescritical thinking toidentifykey barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

• High School Diploma or equivalent experience.

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, andwalking and standingare requiredoccasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalopportunityworkplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability,gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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