Client Relationship Specialist

3 days ago


Taunton, Massachusetts, United States World Insurance Associates, LLC. Full time

About the Job

We are seeking a detail-oriented and organized Personal Lines Account Manager to join our team at World Insurance Associates, LLC.

About the Role

  • This position supports the Account Executive with responsibilities related to client management and retention.
  • 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.

Compensation

The estimated salary for this role is $65,000 - $90,000 per year, depending on experience.



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