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Client Relationship Manager
2 months ago
Overview
World Insurance Associates is a distinctive insurance firm providing premier products and services from leading providers, paired with dedicated support from local representatives.
Established in 2011, World has rapidly ascended to become one of the most dynamic insurance brokers in the U.S., employing over 2,200 professionals across more than 260 locations throughout North America. Our expertise encompasses personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, as well as human capital management solutions.
Our swift expansion and prominent market position have generated numerous opportunities across the state, allowing top talent the flexibility to work from various offices in the region.
Role Summary
The Commercial Lines Account Manager is essential in advancing our mission to provide outstanding client management and retention.
Key Responsibilities
- Efficiently overseeing a substantial portfolio of insurance accounts, ensuring all necessary tasks are executed accurately and punctually.
- Enhancing client loyalty by fostering positive relationships and delivering exceptional service, advocacy, and professional communication.
- Managing renewals, service inquiries, claims, billing, and new policy implementations.
- Maintaining a comprehensive understanding of market trends, underwriting guidelines, submission processes, and procedures.
- Reviewing all applications, policies, endorsements, and audits for precision.
- Collaborating with the department manager to coordinate renewal business information.
Qualifications
- Bachelor's degree or equivalent professional experience is preferred.
- A minimum of three years of experience in Commercial Account Management is required.
- Property & Casualty License is mandatory.
- A valid driver's license and insurance are required.
- Strong administrative and computer skills, including proficiency in Microsoft Office (Word, Excel, and PowerPoint).
- Experience with Applied/Epic or similar agency management software is preferred.
- Able to work autonomously while enjoying significant interaction with team members.
- Self-motivated and results-driven.
- Exhibit a sense of urgency and the ability to meet deadlines.
- Demonstrate effective written and verbal communication skills, including active listening and problem-solving abilities with minimal assistance.
- Capability to multitask, prioritize, work independently, and handle sensitive information with discretion.
- Ability to maintain a professional demeanor and a positive attitude.
Equal Employment Opportunity
At World Insurance Associates (WIA), we embrace and support our differences. We recognize that a diverse team enriched with varied thoughts, experiences, and perspectives allows our employees, products, and community to thrive. WIA is proud to be an equal opportunity employer, committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. Additionally, WIA provides reasonable accommodations for known physical or mental limitations of otherwise qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship on our business operations.
