Energy Jobline ZR
Commercial Lines Senior Client Manager in Gaithersburg
Energy Jobline ZR, Gaithersburg, Maryland, us, 20883
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. 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 consistently provides excellent customer service leadership to accounts, representing client needs and goals within the organization to ensure quality.
Primary Responsibilities
Evaluate exposures, obtain quotes, review, negotiate and finalize quotes.
Obtain information from clients, analyze risk, and apply technical expertise/knowledge to make recommendations.
Determine markets within Core Carrier Strategy.
Create solutions and make recommendations in preparation for strategy meetings with Client Advisor.
Build complete carrier submission and submit.
Obtain signed binding and notify carriers.
Review binding documents for accuracy.
Contract reviews.
Other Responsibilities
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 (e.g., BOR, client pre-renewal letters, proposal letters, change request).
Create activities in EPIC and assign to applicable team member.
Possibly responsible for ordering loss runs, generating proofs and endorsements, and audit review.
Position Specific Skills/Qualifications 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 for creating, formatting, evaluating formulas and working within templates. Skilled in Excel, Word, and other MS Office products.
Ability 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.
Understanding of guaranteed cost program design and coverage forms. Provides consultation of coverage needs.
Deep understanding of client requirements, competitive market, industry trends. Recognized internally and externally as a subject matter expert.
Strong written, oral, and interpersonal communication skills. Defines day‑to‑day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Ability to solve difficult problems that are not routine, but not overly complex.
Ability 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. Solves 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 . 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 , color, ancestry, , , , , citizenship, marital status, , , , or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a , unless the accommodation would impose an undue hardship on the operation of our business.
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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 consistently provides excellent customer service leadership to accounts, representing client needs and goals within the organization to ensure quality.
Primary Responsibilities
Evaluate exposures, obtain quotes, review, negotiate and finalize quotes.
Obtain information from clients, analyze risk, and apply technical expertise/knowledge to make recommendations.
Determine markets within Core Carrier Strategy.
Create solutions and make recommendations in preparation for strategy meetings with Client Advisor.
Build complete carrier submission and submit.
Obtain signed binding and notify carriers.
Review binding documents for accuracy.
Contract reviews.
Other Responsibilities
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 (e.g., BOR, client pre-renewal letters, proposal letters, change request).
Create activities in EPIC and assign to applicable team member.
Possibly responsible for ordering loss runs, generating proofs and endorsements, and audit review.
Position Specific Skills/Qualifications 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 for creating, formatting, evaluating formulas and working within templates. Skilled in Excel, Word, and other MS Office products.
Ability 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.
Understanding of guaranteed cost program design and coverage forms. Provides consultation of coverage needs.
Deep understanding of client requirements, competitive market, industry trends. Recognized internally and externally as a subject matter expert.
Strong written, oral, and interpersonal communication skills. Defines day‑to‑day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Ability to solve difficult problems that are not routine, but not overly complex.
Ability 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. Solves 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 . 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 , color, ancestry, , , , , citizenship, marital status, , , , or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a , unless the accommodation would impose an undue hardship on the operation of our business.
#J-18808-Ljbffr