Personal Lines Senior Client Manager NJNY Metro 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 SummaryIndependently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.May also perform activities in Other Responsibilities but majority of day-to-day is spent in the Primary Activities.Primary ResponsibilitiesPrimary Activities (60% or more of time)Evaluates exposures and renewal quoteReview upcoming renewals and determine which accounts warrant remarketMake coverage recommendationsUtilize comparative rater tool to obtain quotesTransact agency billing (where applicable)Obtain signed binding and notifies carriersReviews binding documents for accuracyContract ReviewsResponsible for rounding out accounts and Selling all of WorldOther Responsibilities as applicableSetup and maintain accurate account details contacts and policy information in EPICProcess renewals endorsement acknowledgments cancellations and proofs of insuranceAttach organize and name documents in EPICInitiate endorsements proofs of insurance and invoicesLeverage 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 memberMay be responsible for pulling items such as MVR CLUES Risk Meters RCE etc.Position Specific Skills/QualificationsWork Experience3 Years experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.Professional Licenses/CertificationsMust hold state Property & Casualty insurance licenseEssential Skills/CompetenciesMust be proficient in Excel (specifically Excel formulas charts and tables); Word and other MS office Products.Able to understand new technology platforms quicklyProficient in agency management systems and carrier sitesHands on personal approach to customer service. Maintains effective relationships with clients co-workers and colleagues.Able to work in a team environment. Easily gains the trust and support of peers.Has a deep and thorough understanding of client requirements competitive market industry trends and recognized internally and externally as a subject matter expert.Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.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 EquivalentPhysical 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.CompensationThis position is located in New Jersey. The base salary for this position at the time of this posting may range from $60000 to $65000. Individual compensation varies based on job-related factors including business needs experience level of responsibility and qualifications. We offer a competitive benefits package and variable pay programs please visit more details.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-MA1 Required Experience:Manager Key Skills Customer Service,Data Networking,Horticulture,Fashion Designing,Guest Services,ACCA Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 60000 - 65000