Apply on Employer Site

World Insurance Associates LLC · 1 day ago

Senior Client Manager - Small Business

Columbus, OH

Full-time

Onsite

Senior Level

5+ years exp

World Insurance Associates is a fast-growing financial services organization that specializes in insurance and risk management. The Senior Client Manager serves as the primary service contact for select commercial clients, ensuring client satisfaction and strategic planning while providing excellent customer service leadership.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisors as applicable

Obtains information from clients, analyzes risk, and applies technical expertise/knowledge to make recommendations

Evaluates exposures and underwriting information for changes

Determines marketing strategy within Core Carrier Strategy

Creates complete carrier submissions and submits to carriers and/or leverages carrier rating portals

Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage

Finalizes and delivers proposals to clients outlining options as applicable, the benefits of these options, and other coverages for consideration

Obtains signed binding documents and notifies carriers of client decisions

Reviews binding documents for accuracy and delivers to clients

Provides complex services throughout the year (e.g., contract review for insurance provisions)

Develops and maintains positive relationships with carriers that specialize in small business

Provides leadership, mentoring and direction to assist with growth and development of Client Service Representatives

Presents current trends and issues to interested parties internally and externally

Sets up and maintains accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process

Coordinates loss runs & experience modifications as applicable

Drafts carrier submissions

Supports obtaining client online portal quotes

Drafts client proposals

Leverages templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc

Attaches, organizes, and names documents in EPIC

Creates activities in EPIC and assigns to applicable team member

Ensures renewals are processed accurately and key data elements are managed appropriately

Delivers audits to clients upon receipt

Responds to client requests for changes

Processes endorsement with carriers or escalates for quotation of new lines of business or complex changes

Follows-up for and delivers endorsements to clients upon receipt

Responds to client requests for cancellation and escalates internally

Coordinates the delivery of Proofs of Insurance

Responds to client billing / payment questions

Coordinates claim escalation

Qualification

Commercial Property & CasualtyProperty & Casualty licenseAgency management systems (EPIC)Excel proficiencyCustomer service skillsStrategic planningInterpersonal communicationProblem-solving skillsTeam collaboration

Required

5+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

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 understand new technology platforms quickly

Proficient in agency management systems (EPIC) and carrier sites

Hands on personal approach 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-day objectives within 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 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

Preferred

College degree is preferred

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees