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Commercial Lines Senior Associate Account Manager

World Insurance Associates, LLC.

Brewster, NY

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Billing, Brokerage, Commercial Real Estate, Communication Skills, Compensation and Benefits, Customer Relations, Customer Satisfaction, Customer Support/Service, Employee Benefits, Epic Systems, Financial Reporting, Financial Services, Human Resources, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Leadership, Market Trend Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Process Management, Professional License, Project Planning, Property and Casualty Insurance, Proposal Writing, Recruiting/Staffing Agency, Retirement Plan, Risk Management, Sales Management, Stewardship, Strategic Planning, Team Player, Typing, Writing Skills
LOCATION
Brewster, NY
POSTED
30+ days ago
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  
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 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. 
 
Primary Responsibilities 
  • Set up and maintain account details, contacts, and policy information in EPIC
  • Summarize loss history.
  • Summarize current programs and expiring exposures
  • Draft proposals, stewardship reports, finance contracts and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive.
  • Create premium billing allocations
  • Review carrier invoices
  • Coordinate and finalize policy check
  • Process endorsements
  • Coordinate and process audits
  • Document and process cancellations and non-renewals.
 
Work Experience  
  • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages  
 
Professional Licenses/Certifications 
  • Must hold state Property & Casualty insurance license  
 
Essential Skills/Competencies 
  • 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. 
  • 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.  
  • Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative 
  • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.   
  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  
  • 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 solve difficult problems that are not routine, but not overly complex.   
  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  
  • 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.  
 
Education  
  • High School Diploma or equivalent experience.  
 
Physical Demands & Working Conditions  
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. 

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About the Company

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World Insurance Associates, LLC.