Commercial Lines Senior Client Manager

Senior Client Manager

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

Primary Activities (at least 60% of time)

• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes.
• Obtains information from client, analyzes risk, and applies technical expertise / knowledge to make recommendations.
• Determines Markets within Core Carrier Strategy.
• Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
• Creates complete carrier submission and submits.
• Obtains signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.

Other Responsibilities, as applicable

Position Specific Skills / Qualifications

Work Experience

Professional Licenses / Certifications

Essential Skills / Competencies

Education

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.