Personal Lines Senior Client Manager

Salary :

$40,000 - 58,000 yearly

Company : World Insurance Associates.

Job Type : Full Time

Wakefield, Ma

Number of Applicants

000+

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Job Description - Personal Lines Senior Client Manager

Company Overview
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

Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.
May also be responsible for other responsibilities, as applicable.

Primary Responsibilities

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

Other Responsibilities, as applicable

May pull items such as MVR, CLUES, Risk Meters, RCE etc.

Generate and send renewal proofs, if requested

Check endorsement against request

Document maintenance/retrieval

Work Experience
Preferred

2+ years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

Essential Skills/Competencies

Knowledge of Excel, Word, and other MS Office products to include basic formatting

Knowledge of agency management systems and Carrier sites.

Possesses a basic understanding of property and casualty coverage.

Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

Able to meet quality standards and achieve urgent tasks.

Strong written, oral, and interpersonal communication skills

Able to follow a well-established and familiar set of activities and/or process to derive a solution.

Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education

HS Diploma or equivalent

Physical Demands
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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity
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 equal opportunity workplace. 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 accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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 World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

Original job Personal Lines Senior Client Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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About the Company

World Insurance Associates.

Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.

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Personal Lines Senior Client Manager

Job Description - Personal Lines Senior Client Manager

About the Company

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