Commercial Lines Senior Associate Account Manager

Job Description

Job 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 Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention. 

 
Primary Responsibilities   

• Set up and maintain account details, contacts, and policy information in EPIC  

• Summarize loss history, analyze and interpret the data for the client.  

• Summarize current programs and expiring exposures. Able to review coverage forms and identify differences.  

• Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients.  

• Draft and finalize finance contracts, billing allocations and review carrier invoices   

• Coordinate and finalize policy and endorsement check. Can review coverage and identify differences.  

• Coordinate audits and effectively resolve audit disputes.  

• Document and process cancellations and non-renewals. Independently initiate the pre-renewal process.  

 
Work Experience    

• 2+ years’ experience in Commercial Property & Casualty  

 
Professional Licenses/Certifications  

• Must hold state Property & Casualty insurance license  

 
Essential Skills/Competencies  

• Knowledge of Excel, Word, and other MS Office products to include basic formatting.  

• Proficient in agency management systems (EPIC) and carrier sites. 

• Possesses an intermediate understanding of property and casualty coverage. 

• Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment. Understands the urgency in various tasks and consistently meets timelines.  

• Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.  

• Strong written, oral, and interpersonal communication skills 

• Able to follow a well-established and familiar set of activities and/or process to derive a solution.  

• Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.  

• Works to achieve stated objectives and delivers results at the close direction of a senior team member.  

 
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 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. 

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