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Senior Client Manager, Commercial Lines
World Insurance Associates LLCSenior Client Manager independently handling commercial clients at World Insurance Associates. Evaluating risks, obtaining quotes, and creating solutions for client accounts.
About the role
Key responsibilities & impact- Independently serves as the primary service contact for commercial clients
- Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
- Obtains information from clients and analyzes risk
- Creates solutions and recommendations for strategy meetings
- Reviews binding documents for accuracy
- Set up and maintain accurate account details, contacts, and policy information
- Process renewals, endorsements, cancellations, and proofs of insurance
- Create activities in EPIC and assign to applicable team member
Requirements
What you’ll need- 3+ years’ experience in Commercial Property & Casualty
- Must hold state Property & Casualty insurance license
- Functional knowledge of Excel
- Skilled in Excel, Word, and other MS Office products
- Proficient in agency management systems (EPIC) and carrier sites
- Hands on personal approach to customer service.
- Strong written, oral, and interpersonal communication skills.
- High School Diploma or equivalent experience
Benefits
Comp & perks- Equal Employment Opportunity
- Reasonable accommodations for disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
risk analysisquote negotiationpolicy managementrenewals processingendorsements processingcancellations processingproofs of insuranceaccount management
Soft Skills
customer servicewritten communicationoral communicationinterpersonal communicationproblem-solving
Certifications
Property & Casualty insurance license