Commercial Lines Senior Client Manager

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    "url": "https://worldinsurance.applytojob.com/apply/jobs/details/DfWuuQu6Vs?&",
    "heading": "Commercial Lines Senior Client Manager",
    "html_title": "JazzHR » Job Listings",
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    "description_html": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview</b> </span><br><span style=\"line-height:115%;\">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.  </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span><br><span style=\"line-height:115%;\">Under the guidance of a service manager, this position 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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\"><b>Primary Responsibilities</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Contact with incumbent carrier to adjust for change in exposures  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Evaluates exposures, obtains quotes, review, negotiate and finalize quotes  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With guidance determines markets within Core Carrier Strategy  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Creates complete carrier submission and submits  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Obtains signed binding and notifies carriers  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Reviews binding documents for accuracy   </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong><span style=\"line-height:115%;\">Other Responsibilities, as applicable: </span></strong></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Set up and maintain accurate account details, contacts, and policy information in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Attach, organize, and name documents in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Work Experience<i> </i></b> </span><span style=\"line-height:115%;\"> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><i>3+ </i>years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Professional Licenses/Certifications</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must hold state Property & Casualty insurance license  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Essential Skills/Competencies</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in agency management systems (EPIC) and carrier sites. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to obtain firsthand customer information and use it for improvements in placements and services.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in self-serve portals and manages client training and utilization.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Follows a well-established set of activities.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to solve difficult problems that are not routine, but not overly complex.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Education</b>  </span></span></span><ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">HS Diploma or equivalent </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Physical Demands & Working Conditions </b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity</b> </span><br><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\">At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. </span></span></span><br><br><br>#LI-MF1",
    "description_text": "Company Overview\n 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.\n 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.\n Position Summary\n Under the guidance of a service manager, this position 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.\n   Primary Responsibilities   Contact with incumbent carrier to adjust for change in exposures\n Evaluates exposures, obtains quotes, review, negotiate and finalize quotes\n With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.\n With guidance determines markets within Core Carrier Strategy\n Creates complete carrier submission and submits\n Obtains signed binding and notifies carriers\n Reviews binding documents for accuracy\n Other Responsibilities, as applicable:  Set up and maintain accurate account details, contacts, and policy information in EPIC\n Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance\n Attach, organize, and name documents in EPIC\n 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.\n Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.\n Work Experience       3+  years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages\n Professional Licenses/Certifications   Must hold state Property & Casualty insurance license\n Essential Skills/Competencies   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.\n Proficient in agency management systems (EPIC) and carrier sites.\n Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative.\n Able to obtain firsthand customer information and use it for improvements in placements and services.\n Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.\n 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.\n Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.\n Proficient in self-serve portals and manages client training and utilization.\n Follows a well-established set of activities.\n Able to solve difficult problems that are not routine, but not overly complex.\n Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.\n Education    HS Diploma or equivalent\n Physical Demands & Working Conditions\n 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.\n Equal Employment Opportunity\n   At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.\n To Executive Search Firms and Staffing Agencies\nWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.\n#LI-MF1",
    "jsonld_jobposting": {
      "url": "https://worldinsurance.applytojob.com/apply/DfWuuQu6Vs/Commercial-Lines-Senior-Client-Manager",
      "@type": "JobPosting",
      "title": "Commercial Lines Senior Client Manager",
      "@context": "http://schema.org/",
      "datePosted": "2026-04-24",
      "description": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview</b> </span><br><span style=\"line-height:115%;\">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.  </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span><br><span style=\"line-height:115%;\">Under the guidance of a service manager, this position 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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\"><b>Primary Responsibilities</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Contact with incumbent carrier to adjust for change in exposures  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Evaluates exposures, obtains quotes, review, negotiate and finalize quotes  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With guidance obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With guidance determines markets within Core Carrier Strategy  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Creates complete carrier submission and submits  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Obtains signed binding and notifies carriers  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Reviews binding documents for accuracy   </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><strong><span style=\"line-height:115%;\">Other Responsibilities, as applicable: </span></strong></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Set up and maintain accurate account details, contacts, and policy information in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Attach, organize, and name documents in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Work Experience<i> </i></b> </span><span style=\"line-height:115%;\"> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><i>3+ </i>years’ experience in Property and Casualty with a comprehensive understanding of insurance coverages </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Professional Licenses/Certifications</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must hold state Property & Casualty insurance license  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Essential Skills/Competencies</b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in agency management systems (EPIC) and carrier sites. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Maintains effective relationships with clients, co-workers, and colleagues.  Viewed as a team player and is cooperative and collaborative.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to obtain firsthand customer information and use it for improvements in placements and services.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">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.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in self-serve portals and manages client training and utilization.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Follows a well-established set of activities.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to solve difficult problems that are not routine, but not overly complex.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Education</b>  </span></span></span><ul><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">HS Diploma or equivalent </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Physical Demands & Working Conditions </b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity</b> </span><br><span style=\"line-height:115%;\"> </span><span style=\"line-height:115%;\">At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. </span></span></span><br><br><br>#LI-MF1",
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