Personal Lines Client Manager

World Insurance Associates, LLC.•Phoenix, AZ

19d

About The Position

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary With some guidance and/or direction, leads client service including ALL primary activities list below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.

Requirements

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.

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
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.