Commercial Lines Account Manager

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 3000 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
With some guidanceandordirection 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 andparticipatein 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.

• Reviewfinalizeand 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

• Setupandmaintainaccount details contacts and policy information in EPIC

• Summarizeloss history

• Summarize current programs and expiring exposures

• Draftfinance contracts and create premium billing allocations.

• Reviewcarrier invoices

• Coordinate andfinalizepolicy check

• Coordinate audits

Work Experience

• 3 years experience in Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurancelicense.

Essential Skills/Competencies

• Maintains effective relationships with clients co-workers and 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 to provide consultation of coverage needs.

• Strong written oral and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.

• Able to consistently perform/produce quality workunderstandsthe urgency in various tasks and consistentlymeetstimelines.

• Proficient in self-serve portals and manages client training andutilization

• 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 thinking toidentifykey barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service

Education

• HS Diploma or equivalent

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 forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day andwalking and standingarerequiredoccasionally.

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 equalopportunityworkplace. 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 addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean 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 Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.

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Required Experience:

Manager