Commercial Lines Senior Account Manager Local Service Manager

World Insurance Associates, LLC.•Wakefield, MA

6d•Onsite

About The Position

The Senior Account Manager Local Service Manager supports the Unit Leader and Division Service Leader with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth through operational effectiveness, efficiency & broking support. This position also serves as the primary service contact for clients on a middle/large market book of business and is responsible for client satisfaction, including strategic planning responsibilities. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Requirements

7+ years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Must hold state Property & Casualty insurance license
Maintain effective relationships with clients, co-workers, and trading partners. Ability to work in a team environment
Keep informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performance
Strong written, oral, and interpersonal communication skills
Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be proficient in Excel, Word, and other MS Office products
Strong problem solving and critical thinking skills
Ability to carry out complex tasks with many concrete and abstract variables
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail

Responsibilities

Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established.
Drives utilization of KPIs to measure and report results
Supports communication planning and presents strategic vision while articulating benefits and listening to feedback
Provides updates on operation performance and key initiatives during regular meeting cadence
Ensures colleague objectives are cascaded
Fosters a collaborative and accountable environment
Management of new and replacement hire requests
Ensures timely billing and cash collections
Ensure key data elements are properly maintained
Oversees client experience delivery model to ensure it meets quality, timeliness, and consistency standards
Unit Leader & Producer collaboration
Ensures client service teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards
Establishes and/or manages an internal new business and renewal planning cadence
Drives the development and implementation of consistent roles and responsibilities across all locations and functions
Implements the standard team structure designed to provide clients with dedicated lead and support colleagues
Acts as liaison with the shared services team and works to build a one team culture across all functions
Ensures the delivery of Client Service Plans and adherence to the established scope of services
Establishes and drives a client at risk identification process
Motivates, develops, and leads a high-performance team
Drives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilities
Identifies colleague professional development opportunities and provides coaching, mentorship, and experiential stretch assignments
Supports recruiting protocols and interview tools designed to attract and retain top talent
Ensures all new and existing colleagues receive and attend training while reinforcing key messages
Promotes Diversity and Inclusion and colleague mentorship
Leads change management initiatives
Participates as a subject matter expert in the advancement and implementation of new processes and technology
Remains current with industry developments regarding products and services
Maintains knowledge of personnel changes at carriers and intermediaries, and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovation
Works closely with carrier's underwriting staff, and intermediaries, to promote effective placement of commercial products and capabilities
Oversees broking process to ensure it meets quality, timeliness, and consistency standards
Drives connection with line of business and industry broking specialists
Ensures broking teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards
Leads broking projects
Ensures broking timelines are included in client service plans and adherence to the established marketing protocols
Independently leads client service, strategy, and renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients
Responsible for acting as the primary contact between clients and trading partners and retaining client through customer service which includes open, timely, and clear communication channels with clients, producers, and internal partners
Development, oversight, and coordination of client strategy, broking, and service plans
Provide technical expertise in analyzing needs, coverage forms, quotations, and value-added services
Prepare submissions to carriers including applications, loss analysis and other relevant information following World's professional standards while coordinating with Broking Specialists and responding to questions during the broking process
Analyze quotations and coverage comparisons for proper coverages, terms and conditions
Prepare final client Proposals incorporating program recommendations
Lead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be required.
Oversight of timely delivery of communication of coverage, policies, endorsements, and audits as applicable
Identify problems, summarize, and develop strategic solutions with the client by incorporating the company's culture and values in our recommended strategic solutions
As needed, prepare reports including yet not limited to open items, reporting forms, stewardship, etc.
Provide daily consultation to clients including, guidance on submitting first reports of claims, contract review, policy changes, and available World products, services, and resources
Direct work of Associate Account Managers and Shared Services
Maintain a high degree of accuracy in agency management systems and adherence to workflows and professional standards