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World Insurance Associates LLC · 1 day ago

Commercial Lines Senior Client Manager

Slingerlands, NY

Full-time

Onsite

Mid, Senior Level

3+ years exp

World Insurance Associates is a rapidly growing financial services organization specializing in various insurance and advisory services. The Senior Client Manager serves as the primary service contact for select commercial clients, focusing on client satisfaction and strategic planning while providing excellent customer service leadership.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Evaluates exposures, obtains quotes, review, negotiate and finalize quotes

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, endorsement, 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

Qualification

Commercial Property & CasualtyProperty & Casualty licenseEPIC agency managementExcel proficiencyCustomer service skillsInterpersonal communicationProblem-solving skillsTeam collaboration

Required

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 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

High School Diploma or equivalent experience

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