Personal Lines Senior Client Manager

World Insurance Associates

World 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 3,000 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 Summary

Independently 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 Responsibilities

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote
• Review upcoming renewals and determine which accounts warrant remarket
• Make coverage recommendations
• Utilize comparative rater tool to obtain quotes
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviews binding documents for accuracy
• Contract Reviews
• Responsible for rounding out accounts and "Selling all of World"

Other Responsibilities, as applicable

Position Specific Skills / Qualifications

Work Experience

Professional Licenses / Certifications

Essential Skills / Competencies

Education

Physical Demands & Working Conditions

Office 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 Opportunity

At 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 status. In 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.