Charlie Heinz
Associate Client Manager @World Insurance Associates LLC
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WORK HISTORY
Associate Client Manager @World Insurance Associates LLC
Chicago, IL, US
Review, analyze, and remarket renewal policies to ensure competitive coverage, utilizing comparative rating tools.* Act as the primary point of contact for client inquiries, requests, and issue resolution, fostering strong relationships.* Accurately enter and maintain client details, policies, and documents in the agency management system (EPIC).* Process endorsements, certificates of insurance, and cancellation requests in compliance with company procedures.* Evaluate client risks and exposures, providing informed coverage recommendations and ensuring policy accuracy.* Assist clients with the reporting and follow-up of insurance claims, performing loss analyses as needed.* Work with senior managers or producers to support business development, including preparing proposals and binding coverage.
EDUCATION
Western Illinois University
Bachelors in Communications, Human Resource Management
SKILLS
ABOUT CHARLIE HEINZ
Experienced leader with a demonstrated history of business and management experience in small to large organizations. Skilled in Problem Solving, Business Efficiency, Employee Relations and Development, Team Building, Organizational Leadership, Management, and Performance Management.
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