[Hiring] Commercial Lines Account Manager @World Insurance Associates.

Role Description

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 accounts without guidance.

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

Qualifications

• 3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages
• Must hold state Property & Casualty insurance license

Requirements

• Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
• Able to obtain firsthand customer information and use it for improvements in placements and services
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs
• Strong written, oral, and interpersonal communication skills
• Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines
• Proficient in self-serve portals and manages client training and utilization
• Strong understanding of Excel
• Follows a well-established set of activities
• Able to solve difficult problems that are not routine, but not overly complex
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail
• Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations

Company Description

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.