World Insurance Associates LLC logo
World Insurance Associates LLC

Large Resources. Local Relationships.

Senior Client Manager

Client PartnerSalesFull TimeRemoteSeniorTeam 1,001-5,000Since 2012H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

6 hours ago

Salary

0

Seniority

Senior

High School3 yrs expEnglish

Job Description

Senior Client Manager

World Insurance Associates LLC

• Independently leads client service including ALL primary activities listed below. • Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. • Uses judgment on more manual renewals to execute on service plan. • Has deep understanding of markets to make informed recommendations to clients. • Evaluates exposures and renewal quote. • Review upcoming renewals and determine which accounts warrant remarket. • Make coverage recommendations. • Utilize comparative rater tool to obtain quotes. • Transact agency billing (where applicable). • Obtain signed binding and notifies carriers. • Reviews binding documents for accuracy. • Responsible for rounding out accounts and “Selling all of World”. • Setup and maintain accurate account details, contacts, and policy information in EPIC. • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance. • Attach, organize, and name documents in EPIC. • Initiate endorsements, proofs of insurance and invoices. • 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. • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Job Requirements

  • 3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
  • Must hold state Property & Casualty insurance license
  • Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.
  • Able to understand new technology platforms quickly
  • Proficient in agency management systems and carrier sites.
  • Hands on personal approach to customer service.
  • Maintains effective relationships with clients, co-workers, and colleagues.
  • Able to work in a team environment.
  • Easily gains the trust and support of peers.
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
  • Work output is consistent and accurate.
  • Highly detailed and organized.
  • Able to apply these skills in a fast-paced environment.
  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business.
  • Anticipates obstacles and identifies ways to overcome them.
  • Provides resolution to a diverse range of problems.
  • Uses critical thinking to identify key barriers to resolve complex situations.
  • Able to solve complex problems by taking a new perspective using standard product/service.

Benefits

  • Equal Employment Opportunity
  • Reasonable accommodations for applicants with disabilities

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