Personal Lines Senior Client Manager

Company Overviewu00a0 World Insurance Associates (u201cWorldu201d) 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.u00a0u00a0 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.u00a0 u00a0 Position Summaryu00a0u00a0 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 withinu00a0booku00a0of business.u00a0u00a0 Usesu00a0judgment onu00a0more manualu00a0renewals to execute on service plan. Hasu00a0deepu00a0understanding of markets to make informed recommendations to clients.u00a0u00a0 May also perform activities in Other Responsibilities, butu00a0majorityu00a0of day-to-day is spent in the Primary Activities.u00a0u00a0 u00a0 Primary Responsibilitiesu00a0 Primary Activities (60% or more of time)u00a0u00a0 + Evaluates exposures and renewal quoteu00a0u00a0 + Review upcoming renewals andu00a0determineu00a0which accountsu00a0warrantu00a0remarketu00a0u00a0 + Make coverage recommendationsu00a0u00a0 + Utilize comparative rater tool to obtain quotesu00a0u00a0 + Transact agency billing (where applicable)u00a0u00a0 + Obtain signed binding and notifies carriersu00a0u00a0 + Reviewsu00a0binding documents for accuracyu00a0u00a0 + Contract Reviewsu00a0u00a0 + Responsible for rounding out accounts and u201cSelling all of Worldu201du00a0u00a0 Other Responsibilities, as applicableu00a0u00a0 + Setupu00a0andu00a0maintainu00a0accurateu00a0account details, contacts, and policy information in EPICu00a0u00a0 + Process renewals, endorsement, acknowledgments,u00a0cancellationsu00a0and proofs of insuranceu00a0u00a0 + Attach, organize, and name documents in EPICu00a0u00a0 + Initiate endorsements, proofs of insurance and invoicesu00a0u00a0u00a0 + Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, changeu00a0request, etc.u00a0u00a0 + Create activities in EPIC and assign to applicable teamu00a0memberu00a0u00a0 + Mayu00a0be responsible foru00a0pulling items such as MVR, CLUES, Risk Meters, RCE etc.u00a0u00a0 Position Specific Skills/Qualificationsu00a0 Work Experienceu00a0u00a0 + 3+u00a0Yearsu2019u00a0experience in Personal Property & Casualty with a comprehensive understandingu00a0ofu00a0insuranceu00a0coverages.u00a0u00a0 Professional Licenses/Certificationsu00a0 + Must hold state Property & Casualty insurance licenseu00a0u00a0 Essential Skills/Competenciesu00a0 + Must be proficient in Excel (specifically Excel formulas,u00a0chartsu00a0and tables); Word, and other MS office Products.u00a0u00a0 + Able to understandu00a0new technologyu00a0platforms quicklyu00a0 + Proficient in agency management systems and carrier sitesu00a0 + Hands onu00a0personalu00a0approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.u00a0u00a0 + Able to work in a team environment. Easilyu00a0gainsu00a0the trust and support of peers.u00a0u00a0 + Hasu00a0a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.u00a0u00a0 + Work output is consistent andu00a0accurate.u00a0Highly detailed and organized.u00a0Able to apply these skills in a fast-paced environment.u00a0u00a0 + Able to develop short- and long-term strategies that haveu00a0highu00a0impact on client/prospects and the business. Anticipates obstacles andu00a0identifiesu00a0ways to overcome them.u00a0u00a0 + Provides resolution to a diverse range of problems.u00a0Usesu00a0critical thinking tou00a0identifyu00a0key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.u00a0u00a0 Educationu00a0u00a0 + High School Diploma or Equivalentu00a0 Physical Demands & Working Conditionsu00a0u00a0 Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forceu00a0frequentlyu00a0to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isu00a0requiredu00a0every day, and walking and standing areu00a0requiredu00a0occasionally.u00a0 Equal Employment Opportunityu00a0 At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalu00a0opportunityu00a0workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodationsu00a0to knownu00a0physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationu00a0would imposeu00a0an undue hardship on the operation of our business.u00a0 #LI-MF1 Powered by JazzHR

Created: 2026-01-12