Commercial Lines Senior Client Manager

World Insurance Associates.•Cape Cod, MA

About The Position

Under the guidance of a service manager, this position serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. 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

3+ years’ experience in 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.
Proficient in agency management systems (EPIC) and carrier sites.
Maintains effective relationships with clients, 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

Responsibilities

Contact with incumbent carrier to adjust for change in exposures
Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
With guidance determines markets within Core Carrier Strategy
Creates complete carrier submission and submits
Obtains signed binding and notifies carriers
Reviews binding documents for accuracy
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.
Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.