Commercial Lines Senior Client Manager
World Insurance Associates LLCNew Hampshire, United States
Posted February 20, 2026
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 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.
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
- Create activities in EPIC and assign to applicable team member
- Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review
- 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
- Create reports in Excel and other MS Office products
Benefits
- Paid time off
- Retirement plan
- Health insurance
- Life insurance
- Disability insurance