Client Manager 3
WEX
Senior Client Manager – Personal Lines
World Insurance Associates LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $56,000 per year
Job Level
Senior
About the role
- Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
- Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
- Handling renewals, service requests, claims, billing and new policies
- Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
- Review all applications, policies, endorsements and audits for accuracy
- Complete loss/claim analysis and summaries
- Coordinate expiration list with department manager to obtain renewal business information
Requirements
- Bachelor’s degree or equivalent work experience, preferred
- 3-7 years minimum Personal Lines Account Management experience required
- Property & Casualty License required
- Valid driver’s license and insurance, required
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Applied/Epic or similar agency management software experience, preferred.
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven.
- Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
Benefits
- Competitive benefits package
- Variable pay programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Personal Lines InsuranceAccount ManagementLoss analysisClaim analysisPolicy reviewUnderwriting guidelinesAdministrative skillsComputing skillsMicrosoft OfficeMulti-tasking
Soft skills
Client loyaltyRelationship buildingProfessional communicationSelf-motivatedSense of urgencyProblem solvingActive listeningIndependenceDiscretionPositive attitude
Certifications
Bachelor's degreeProperty & Casualty LicenseValid driver's license
