Commercial Lines Senior Client Manager (Healthcare) at World Insurance Associates.

Company OverviewWorld 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 3000 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 SummaryThe 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 ResponsibilitiesPrimary Activities (at least 60% of time)Evaluates exposures obtains quotes review negotiate and finalize quotesObtains information from client analyzes risk and applies technical expertise/knowledge to make recommendations.Determines Markets within Core Carrier StrategyCreates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.Creates complete carrier submission and submitsObtains signed binding and notifies carriersReviews binding documents for accuracyContract ReviewsOther Responsibilities as applicable Set up and maintain accurate account details contacts and policy information in EPICProcess renewals endorsement acknowledgments cancellations and proofs of insuranceAttach organize and name documents in EPICLeverage templates and system generated letters and forms to produce standard communications to clients and carriers including BOR client pre-renewal letters proposal letters change request etc.Create activities in EPIC and assign to applicable team memberMaybe responsible for ordering loss runs generating proofs and endorsement and audit review.Position Specific Skills/QualificationsWork Experience3 years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coveragesProfessional Licenses/CertificationsMust hold state Property & Casualty insurance licenseEssential Skills/CompetenciesFunctional knowledge of Excel specific to creating formatting and evaluating formulas and working within templates. Must be skilled in Excel Word and other MS Office products.Able 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.Maintains effective relationships with clients co-workers and colleagues. Viewed as a team player and is cooperative and collaborativeHas an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.Has a deep and thorough understanding of client requirements competitive market industry trends and recognized internally and externally as a subject matter expert.Strong written oral and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.Able to solve difficult problems that are not routine but not overly complex.Able 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. Able to solve complex problems by taking a new perspective using standard product/service.EducationHigh School Diploma or equivalent experience.Physical Demands & Working ConditionsOffice 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 OpportunityAt 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 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.#LI-HZ1 Required Experience:Manager Key Skills Forecasting,Hyperion,Cost Management,Construction Estimating,QlikView,Bus Driving,Analysis Skills,HubSpot,Salesforce,Market Research,negotiation,Financial Planning Employment Type : Full-Time Experience: years Vacancy: 1