Description Position Summary With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging.
May Independently lead ALL messaging on small without guidance.
Primary Responsibilities - Create and deliver WIA service plan
- Prepare for and participate in strategy meeting
- Reviews exposures against coverages and performs gap analysis
- Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
- Review, finalize and participate proposal meeting
- Document clients order to bind and review binder for accuracy
- Participates in post renewal meeting
- Participates in stewardship planning and delivery for large clients
- Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Other Responsibilities, as applicable - Setup and maintain account details, contacts, and policy information in EPIC
- Summarize current programs and expiring exposures
- Draft finance contracts and create premium billing allocations.
- Coordinate and finalize policy check
Work Experience - 3+ years' experience in Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications - Must hold state Property & Casualty insurance license.
Essential Skills/Competencies - Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.
- Able to obtain firsthand customer information and use it for improvements in placements and services.
- Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
- Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
- Fluency in English and Hindi a plus.
- Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.
- Proficient in self-serve portals and manages client training and utilization
- Strong understanding of Excel
- Follows a well-established set of activities.
- Able to solve difficult problems that are not routine, but not overly complex.
- Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.
- Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service
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.
CompensationThis is a New Jersey based position with a competitive benefits package. The base salary ranges from $77,600 to $97,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers .
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