Top 10 Senior client services associate Jobs in Mount Laurel, Nj

Commercial Lines Senior Client Manager, Select
World Insurance Associates LLC —Mount Laurel, NJ
- $73,300 - $90,500 a year
- Full-time
- Mid-level
- Office
- 3 years
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Senior Associate - Client Success
Baker Tilly Advisory Group, LP —Philadelphia, PA
- $83,820 - $127,120 a year
- Full-time
- Oracle
- Research
- Mid-level
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14d
Manager / Senior Manager, Client Services
True North Insights —Philadelphia, PA
- $86,000 - $151,000 a year
- Bachelor's degree
- Mentoring
- US work authorization
- Paid holidays
- Health insurance
Tax Senior, Private Client Services
BDO —Philadelphia, PA
- $72,000 - $112,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Life insurance
6d
Senior Client Service Associate
Cerity Partners —West Conshohocken, PA
- $70,000 - $85,000 a year
- Email
- 5 years
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
3d
Client Services Manager
Visiting Angels Greater Philadelphia —Jenkintown, PA
- Full-time
- Mid-level
- Office
- Team management
- 401(k)
- Paid time off
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Tax Experienced Senior, Private Client Services
BDO —Philadelphia, PA
- $80,000 - $125,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Life insurance
14d
Tax Senior Manager, Private Client Services
BDO —Philadelphia, PA
- $120,000 - $200,000 a year
- Full-time
- 7 years
- Microsoft Excel
- CPA
- Employee stock ownership plan
- Life insurance
Client Success Manager / Sr Living / Long-Term Care Pharmacy
PharMerica —Philadelphia, PA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Disability insurance
- Health insurance

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Commercial Lines Senior Client Manager, Select

World Insurance Associates LLC -
Mount Laurel, NJ

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Job Details

Full-time
$73,300 - $90,500 a year

Qualifications

Customer communication
Managerial strategic planning
Spreadsheets
Employee relationship building
Property & Casualty License
Managing clients in a customer support role
Industry trends
Productivity software

Full Job Description

Description

Company Overview
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.

Position Summary
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.

Primary Responsibilities

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
Contract Reviews
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.

Work Experience

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

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

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.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites.
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
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.
Able to solve difficult problems that are not routine, but not overly complex.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
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

High School Diploma or equivalent experience.

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.

Equal Employment Opportunity
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.

To Executive Search Firms and Staffing Agencies
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.

Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $73,300 to $90,500. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

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senior client services associate jobs in mount laurel, nj

Commercial Lines Senior Client Manager, Select

Senior Associate - Client Success

Manager / Senior Manager, Client Services

Tax Senior, Private Client Services

Senior Client Service Associate

Client Services Manager

Tax Experienced Senior, Private Client Services

Tax Senior Manager, Private Client Services

Client Success Manager / Sr Living / Long-Term Care Pharmacy

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