Account Manager

Position Summary
The Account Manager at Novatae Risk Group plays a pivotal role in our Wholesale Insurance division. This position involves managing a portfolio of clients, cultivating strong relationships, and ensuring the successful execution of insurance policies. The Account Manager is responsible for providing top-tier service, supporting business growth, and maintaining compliance with industry regulations.


Primary Responsibilities
Client Relationship Management:
Cultivate and maintain strong relationships with clients, understanding their unique insurance needs.
Serve as the primary point of contact for client inquiries, concerns, and policy changes.
Collaborate with underwriters to tailor insurance solutions to meet client requirements.

Policy Management:
Oversee the entire policy lifecycle, from initial client engagement to policy issuance and renewals.
Review policy terms, conditions, and coverage options, ensuring accuracy and compliance.
Proactively address policy-related issues and coordinate with the appropriate teams to resolve them.

Risk Assessment and Analysis:
Conduct in-depth risk assessments to identify potential exposures and coverage gaps.
Analyze market trends, insurance products, and competitive offerings to make informed recommendations.

Compliance and Documentation:
Ensure compliance with all relevant insurance regulations and guidelines.
Maintain accurate and up-to-date client records, policy documentation, and communication logs.

Position Specific Skills/Qualifications
Work Experience

• Prior experience in Wholesale Insurance or a related field is highly desirable.
• Demonstrated success in managing client relationships and insurance portfolios.

Professional Licenses/Certificates (if needed based on industry standard):

• A valid insurance license, as required by state regulations.
• Relevant industry certifications, such as Certified Insurance Counselor (CIC), are a plus.

Essential Skills/Competency:

• Strong interpersonal and communication skills.
• Excellent problem-solving and analytical abilities.
• Proficiency in insurance software and CRM systems.
• Attention to detail and a high level of accuracy.
• Ability to work effectively in a team environment.
• Strong collaboration skills with the ability to contribute positively to a team-oriented environment
• Professional judgment and reliability, including consistent follow-through and accountability
• Adaptability and flexibility in a fast-paced, production driven setting
• Effective time-management and organizational skills to balance multiple priorities
• Proactive mindset and initiative, with the ability to anticipate needs and identify solutions
• Emotional intelligence and professionalism when interacting with colleagues, clients, and partners
• Clear written and verbal documentation skills for accurate internal communication and recordkeeping
• Strong ethical standards and respect for confidentiality and compliance requirements
• Willingness to learn and grow, including staying current with industry practices and internal procedures

Education:

• A bachelor's degree in Business, Finance, Insurance, or a related field is preferred.

Physical Demands & Working Conditions
Physical Demands

Office work . 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.

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