worldinsurance

Commercial Lines Senior Client Manager

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At a Glance

Location
1909 Southwood Drive, Louisiana, United States
Employment
contract
Experience
3+ years

Key Requirements

Required Skills

ExcelMicrosoft Office

Domain Knowledge

  • Education
  • Finance
  • Insurance

Requirements

3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.

Able to understand new technology platforms quickly.

Responsibilities

The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Evaluates exposures, obtains quotes, review, negotiate and finalize quotes

Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.

Determines Markets within Core Carrier Strategy

Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.

About the Company

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.