Personal Lines Senior Client Manager

World Insurance Associates, LLC.•Stoughton, WI

22d

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 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. 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 & 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.
High School Diploma or Equivalent

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
Contract Reviews
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.