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Carrier Administration Team Lead - Property and Casualty

Carrier Administration Team Lead - Property and Casualty

World InsuranceSan Jose, CA, US
4 days ago
Job type
  • Full-time
Job description

World Insurance Associates Carrier Administration Team Lead

World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

About the Role

As a key part of World's Corporate Operations, the Carrier Administration Team works closely with all World Insurance branches and our insurance carriers to ensure seamless access to accurate carrier codes. Our P&C Carrier Administration Team Lead will be responsible for, but not limited to, the following :

Strategy

  • Model industry best practices with an in-depth understanding of each carrier's contract transfer requirements
  • Identify internal and external resources required to fulfill business objectives
  • Leverage feedback from both our insurance carriers as well as our colleagues
  • Evaluate KPIs to continuously assess performance and future opportunities

Leadership and Management

  • Provide oversight and leadership for team of Carrier Administration Specialists
  • Use key stakeholder feedback to set and monitor team performance
  • Act as the escalation contact for the team, handling pressing or complex carrier situations
  • Model World's culture while leading collaborative teams committed to service excellence
  • Project Management

  • Drive the successful completion of all key deliverables related to carrier administration and integration for new businesses acquired by World
  • Continuous interaction with carrier representatives and vendors to ensure completion of carrier code transfers
  • Validate, administer, and maintain insurance producer appointments as required by each carrier
  • Complete all submissions to insurance carriers per each carrier's requirements
  • Integrate carrier book of business transfers for newly acquired agencies agents / agencies accurately in a timely manner
  • Continuously monitor and respond to emails and tickets submitted to the team's inbox from World employees and carrier partners
  • Coordinate with carrier placement leadership to approve and administer new carrier appointment requests
  • Collaborate with the licensing and the carrier credentials teams with the goal of seamlessly integrating new acquisitions and supporting existing World colleagues with their carrier needs
  • Update the carrier integration database
  • Perform other special projects and tasks as assigned
  • Continuous Improvement

  • Consistently demonstrate a genuine passion for continuous improvement of processes and both individual and team performance
  • Analyze current workflows and formulate / present ideas for improvement
  • Take ownership of the delivery of change management initiatives
  • Required Knowledge, Skills and Abilities

    Successful candidates for this role :

  • Are highly organized, collaborative team players with strong attention to detail
  • Are able to simultaneously balance multiple commitments and competing deliverables
  • Are self-motivated and driven with a sense of urgency and ability to balance and meet competing deliverables
  • Have the ability to multitask, prioritize, and use discretion when handling sensitive information
  • Are creative problem-solvers and avid learners seeking to drive continuous improvement
  • Are proficient in the use of SharePoint and Microsoft Office (Word, Excel, PowerPoint, and Teams)
  • Thrive in a rapidly growing, continuously evolving environment
  • Are looking for an opportunity to join a high growth company
  • Possess leadership experience this is a plus, and insurance experience is strongly preferred
  • 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.

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    Team Lead • San Jose, CA, US

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