Commercial Lines Account Manager, Middle Market

Overview 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. 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 With some guidance and/or direction, 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 accounts without guidance. Primary Responsibilities Create and deliver WIA service plan Prepare for and participate in strategy meetings Review exposures against coverages and perform gap analysis Collaborate on mid-market placements and work with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations Review, finalize, and participate in proposal meetings Document clients’ orders to bind and review binder for accuracy Participate in post-renewal meetings Participate in stewardship planning and delivery for large clients Oversee confirmation of coverage, policies, endorsements, and audits as applicable Other Responsibilities, As Applicable Setup and maintain account details, contacts, and policy information in EPIC Summarize loss history Summarize current programs and expiring exposures Draft finance contracts and create premium billing allocations Review carrier invoices Coordinate and finalize policy checks 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 insurance license Essential Skills / Competencies Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative. Able to obtain firsthand customer information and use it for improvements in placements and services. Understanding of guaranteed cost program design and coverage forms. Able to provide consultation on coverage needs. 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 consistently perform/produce quality work, understands urgency in tasks, and consistently meets timelines. Proficient in self-serve portals and manages client training and utilization 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 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 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 origin, 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 is a New Jersey-based position with a competitive benefits package. The base salary ranges from $77,200 to $95,400, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: #J-18808-Ljbffr World Insurance Associates LLC