Personal Lines 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.

• With some guidance and/or direction, leads client service including ALL primary activities listed below.
• May deliver renewal messaging to some clients.
• Majority of time spent on standard process steps.
  • Often auto-renewals.

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote
• Review upcoming renewals anddeterminewhich accountswarrantremarket
• 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

• Setupandmaintainaccurate account details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgments,cancellation sand 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, changerequest, etc.
• Create activities in EPIC and assign to applicable team member
• Maybe responsible forpulling items such as MVR, CLUES, Risk Meters, RCE etc.

• 3+ years’ experience in Personal Property and Casualty witha comprehensiveunderstandingof insurancecoverages

• Must hold state Property & Casualty insurance license

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas andworkingwithin templates. Must be skilled in Excel, Word, and other MS Office products.
• Maintains effective relationshipswithclient, co-workers, and colleagues.
  
  Viewedas 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 understandingofguaranteed cost program design and coverage forms.
  
  Able to provide consultationofcoverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin 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 consistentlymeetstimelines.
• Proficient in self-serve portals and manages client training and utilization.
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Abilityto work in aafat paced environment with some instruction and a high degree of accuracy and attention to detail.

• HS Diploma or equivalent

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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. 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 imposean undue hardship on the operation of our business.

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.