Commercial Lines Senior Client Manager

Company Overview

World Insurance Associates ("WIA") 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.

The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position consistently provides excellent customer service leadership to accounts and represents client needs and goals within the organization to ensure quality.

• Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes.
• Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
• Determines markets within core carrier strategy.
• Creates solutions and makes recommendations in preparation for the strategy meeting with Client Advisor.
• Creates complete carrier submission and submits.
• Obtains signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Contract reviews.

• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• 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.
• May be responsible for ordering loss runs, generating proofs and endorsements and audit review.

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.

• Must hold state Property & Casualty insurance license.

• Functional knowledge of Excel and other MS Office products.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites.
• Hands‑on personal approach to customer service; maintains effective relationships with clients, co‑workers, and colleagues.
• Strong written, oral, and interpersonal communication skills.
• Ability to solve difficult problems and develop short‑ and long‑term strategies with high impact.
• Profile as a subject matter expert and provides consultation of coverage needs.

• High School Diploma or equivalent experience.

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.

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.