Commercial Lines Senior Client Manager
World Insurance Associates LLCNew Jersey, United States
Posted March 5, 2026
66000 - 86600 USD
Full Time
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.
Job Description
The Senior Client Manager will independently serve as the primary service contact for a book of select commercial clients, responsible for client satisfaction and strategic planning. The role requires excellent customer service leadership and technical expertise in insurance coverages.
Requirements
- 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
- Obtains signed binding and notifies carriers
- Reviews binding documents for accuracy
- Set up and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- Attach, organize, and name documents in EPIC
- Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
- Create activities in EPIC and assign to applicable team member
- Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.
Benefits
- Competitive benefits package
- Variable pay programs