Senior Client Manager

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World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

Finance • Healthcare Insurance • Transport

World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

📋 Description

• Independently leads client service including ALL primary activities listed below. • Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. • Uses judgment on more manual renewals to execute on service plan. • Has deep understanding of markets to make informed recommendations to clients. • 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. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Equal Employment Opportunity • Reasonable accommodations for applicants with disabilities