World Insurance Associates · 2 months ago
Personal Lines Senior Client Manager - Bogota, NJ
Bogota, NJ
Full-time
Onsite
Mid, Senior Level
$60K/yr - $65K/yr
3+ years expWorld Insurance Associates is a rapidly growing financial services organization specializing in insurance and risk management. The Personal Lines Senior Client Manager will lead client service activities, making informed recommendations and managing renewals autonomously for a portfolio of clients.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
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
Contract Reviews
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
Qualification
Required
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. Able to work ahead of schedule. 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
High School Diploma or Equivalent
Benefits
Competitive benefits package
Variable pay programs
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase