Commercial Lines Account Manager

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.

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 without guidance.

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid‑market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
• Review, finalize and participate proposal meeting
• Document clients order to bind and review binder for accuracy
• Participates in post renewal meeting
• Participates in stewardship planning and delivery for large clients
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable

• Setup and maintain account details, contacts, and policy information in EPIC
• Summarize current programs and expiring exposures
• Draft finance contracts and create premium billing allocations.
• Review carrier invoices
• Coordinate and finalize policy check

If you thrive in a fun, fast‑paced environment, then World may be the place for your next career move. At World, your ideas are welcomed, and your personal growth potential is unlimited. Our entrepreneurial culture fosters innovation, collaboration, and ownership of your work. Join a winning team of like‑minded people that enjoy a rewarding career.