Commercial Lines Senior Client Manager - Small Business

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

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.

Able to understand new technology platforms quickly.

Hands on personal approach to customer service.

Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.

Able to develop short- and long-term strategies that have high impact on client/prospects and the business.

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.

Creates complete carrier submission and submits

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.