Commercial Lines Senior Associate Account Manager

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.

The Senior Associate Account Manager supports the day-to-day management of middle-market and large accounts byassistingwith routine service activities, renewal coordination, and the maintenance ofaccuratepolicy 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.

• Set up andmaintainaccount 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 andidentifydifferences.
• Leverage templates and system generated letters to draftproposals, stewardship reports,and other presentations / reports related to large and complex clients.
• Draft andfinalizefinancecontracts, billingallocationsand review carrier invoices
• Coordinate andfinalizepolicyand endorsement check. Can review coverage andidentifydifferences.
• Coordinateaudits andeffectivelyresolve audit disputes.
• Document and process cancellations and non-renewals. Independentlyinitiatethe pre-renewal process.

• 2+ years’ experience in Commercial Property & Casualty

• Must hold state Property & Casualty insurance license

• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Proficient inagency management systems (EPIC) and carrier sites.
• Possesses anintermediateunderstanding 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 urgencyin various tasks and consistently meets timelines.
• Able to quickly find common ground, solve problems, meet qualitystandardsand achieve urgent tasks.
• Strong written, oral, and interpersonal communication skills
• Able to follow a well-established and familiar set of activities and/orprocessto 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 statedobjectivesanddeliversresultsatthe close direction of a senior team member.

• HS Diploma or equivalent.

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.

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 equalopportunityworkplace. 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 reasonableaccommodationsto 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.