Commercial Lines Senior Client Manager - Small Business

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 The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients andu00a0is responsible foru00a0client satisfaction and strategic planning.u00a0This 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.u00a0 u00a0 Primary Responsibilitiesu00a0 + Evaluates exposures, obtains quotes, review, negotiate andu00a0finalizeu00a0quotesu00a0u00a0 + Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.u00a0u00a0 + Determinesu00a0Markets within Core Carrier Strategyu00a0u00a0 + Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.u00a0u00a0 + Creates complete carrier submission and submitsu00a0u00a0 + Obtains signed binding and notifies carriersu00a0u00a0 + Reviews binding documents for accuracyu00a0u00a0 + Contract Reviewsu00a0u00a0 + Set up andu00a0maintainu00a0accurateu00a0account details, contacts, and policy information in EPICu00a0u00a0 + Process renewals, endorsement, acknowledgments,u00a0cancellationsu00a0and proofs of insuranceu00a0u00a0 + Attach, organize, and name documents in EPICu00a0u00a0 + 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.u00a0u00a0 + Create activities in EPIC and assign to applicable team memberu00a0u00a0 + Maybe responsibleu00a0for ordering loss runs, generating proofs and endorsement and audit review.u00a0u00a0 u00a0 Work Experienceu00a0u00a0 + 3+ yearsu2019 experience in Commercial Property & Casualty with a comprehensive understanding of insurance coveragesu00a0u00a0 u00a0 Professional Licenses/Certificationsu00a0 + Must hold state Property & Casualty insurance licenseu00a0u00a0 u00a0 Essential Skills/Competenciesu00a0 + 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.u00a0 + Able to understandu00a0new technologyu00a0platforms quickly.u00a0u00a0 + Proficient in agency management systems (EPIC) and carrier sites.u00a0 + Hands onu00a0personalu00a0approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.u00a0u00a0 + Maintains effective relationships with clients, co-workers, and colleagues.u00a0u00a0Viewed as a team player and is cooperative and collaborativeu00a0 + Has an understanding of guaranteed cost program design and coverage forms.u00a0Able to provide consultation of coverage needs.u00a0u00a0u00a0 + Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.u00a0u00a0 + Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayu00a0objectivesu00a0within the context of specified solutions. Develops and implements work plans for completing projects.u00a0 + Able to solve difficult problems that are not routine, but not overly complex.u00a0u00a0u00a0 + 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 u00a0 Educationu00a0u00a0 + High School Diploma or equivalent experience.u00a0u00a0 u00a0 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, andu00a0walking and standingu00a0areu00a0requiredu00a0occasionally.u00a0 u00a0 Equal Employment Opportunityu00a0 u00a0At 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,u00a0gender 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 u00a0 To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worldu2019s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worldu2019s Human Resources Talent Department.u00a0 #LI-HZ1 Powered by JazzHR

Created: 2026-04-13