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World Insurance Associates LLC · 1 day ago

Personal Lines Senior Client Manager

Scottsdale, AZ

Full-time

Onsite

Mid, Senior Level

3+ years exp

World Insurance Associates is a unique financial services organization that empowers people to make informed decisions regarding their risk management and benefits programs. The Personal Lines Senior Client Manager independently leads client service activities, evaluates exposures, and makes coverage recommendations while managing a book of business.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

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

Personal Property & CasualtyProperty & Casualty licenseAgency management systemsExcel proficiencyCustomer serviceTeamworkCritical thinkingProblem solving

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. 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

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