Personal Lines Private Client Account Executive

Job Title

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

Independently leads client strategy and service on the largest and most complex WPGC clients across the company. Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.

Primary Responsibilities

• Prepare for and facilitate strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies
• Review, finalize and facilitate proposal meeting
• Leads stewardship planning and delivery
• Oversight of confirmation of coverage, policies, and endorsements

Other Responsibilities, as applicable

• Setup and maintain account details, contacts, and policy information in EPIC
• Summarize current policies and expiring exposures
• Draft proposals and finance contracts
• Review carrier invoices (E&S)
• Coordinate and finalize policy check
• Coordinating appraisals and inspections
• Document and process cancellations and non-renewals

Work Experience

• 5+ years' experience in Personal Property & Casualty

Professional Licenses/Certifications

• Must hold state Property & Casualty Insurance License

Essential Skills/Competencies

• Strong functional knowledge of MS Office products, Word and Excel specific to creating, formatting, and evaluating formulas and working within templates.
• Understands new technology platforms quickly
• Skilled in agency management systems and Carrier sites.
• Has knowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.
• Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.
• Strong written, oral, and interpersonal communication skills. Provides optimal work output.
• Extremely organized. Meets deadlines. Coaches others in deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.
• Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.
• Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.
• Able to create strategies to solve unique problems that have a broad impact on the client's business. Translates operational/strategic decisions into specific, measurable outcomes.
• Brings together resources and cross-functional expertise to ensure a comprehensive solution.
• Creates client solutions utilizing technology platforms while driving effectiveness and efficiency.

Education

• Highschool 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 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.