World Insurance Associates · 17 hours ago
Personal Lines Client Manager - Standard & Middle Market
Overland Park, KS
Full-time
Onsite
Mid Level
3+ years expWorld Insurance Associates is a rapidly growing financial services organization that specializes in various insurance and financial services. The Personal Lines Client Manager will lead client service activities, focusing on evaluating exposures, processing renewals, and maintaining accurate account information.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Evaluates exposures and renewal quote
Review upcoming renewals and determine which accounts warrant re-market
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
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 and 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
Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Able to obtain firsthand customer information and use it for improvements in placements and services
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs
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 consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines
Proficient in self-serve portals and manages client training and utilization
Follows a well-established set of activities
Able to solve difficult problems that are not routine, but not overly complex
Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail
HS Diploma or equivalent
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