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Surety Associate Account Manager

$65k - $70k

World Insurance Associates LLC

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, Top25 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 Overview This position is responsible for supporting account managers and account executives with commercial bond processing. Segment Support day-to-day service of Account Manager and Account Executive Primary Responsibilities Support the daily management of a book of business comprised of clients with commercial bonds. Process agency bill and direct bill renewals 60-90 days in advance (majority will be direct bill). Maintain data with high level of accuracy within agency management systems, specifically Epic. Transact agency bill invoices and produce bond cover letters for agency bill renewals. Adherence to workflows and professional standards. Colleague Development Gain access to and utilize Surety online systems that allow electronic bond approval and issuance. Essential Skills/Development Maintain effective relationships with clients and co-workers. Ability to work in a team environment. Seek knowledge and training with regard to Epic, bond workflows and procedures and Surety online systems. Strong written, oral and interpersonal communication skills. Ability to fill in for co-workers who are out of the office with regard to their commercial bond servicing. Follows a well-established set of activities. Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. Works to achieve stated objectives and delivers results at the direction of a lead service member. Experience Previous experience in Surety not required. Knowledge Required: Knowledge of Excel, Word and other MS Office products. Education HS Diploma or equivalent. Physical Demands 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 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. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $65,000 to $70,000. 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 for more details. #J-18808-Ljbffr

Vacancy posted 4 days ago
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