Commercial Lines Senior Client Manager

World Insurance Associates, LLC.•Santee, CA

81d•$60,000 - $80,000

About The Position

With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance.

Requirements

3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages
Must hold state Property & Casualty insurance license.
Maintains effective relationships with clients, 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
Strong understanding of Excel
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.
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
HS Diploma or equivalent

Responsibilities

Create and deliver WIA service plan
Prepare for and participate in strategy meeting
Reviews exposures against coverages and performs gap analysis
Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
Review, finalize and participate proposal meeting
Document clients order to bind and review binder for accuracy
Participates in post renewal meeting
Participates in stewardship planning and delivery for large clients
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Setup and maintain account details, contacts, and policy information in EPIC
Summarize loss history
Summarize current programs and expiring exposures
Draft finance contracts and create premium billing allocations.
Review carrier invoices
Coordinate and finalize policy check
Coordinate audits