Client Relationship Specialist
3 days ago
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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