Commercial Lines 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 3000 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

The 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.

Primary Responsibilities

• Set up andmaintainaccount details contacts and policy information in EPIC

• Summarize loss history.

• Summarize current programs and expiring exposures

• Leverage templates and system generated letters to draft proposals stewardship reportsand other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive.

• Create premium billing allocationsand review carrier invoices

• Coordinate andfinalizepolicyand endorsementcheck. Can reviewcoveragesandidentifydifferences.

• Coordinateauditsand effectively resolve audit disputes.

• Document and process cancellations and non-renewals.

• Maybe responsiblefor ordering loss runs generating proofs and endorsement and audit review

Position Specific Skills/Qualifications

Work Experience

• 0-2 years experience in Commercial Property and Casualty

Professional Licenses/Certifications

• Licensed or obtaining state Property & Casualty insurance license

Essential Skills/Competencies

• Knowledge of Excel Word and other MS Office products to include basic formatting.

• Able to learn coverage fundamentals.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Seeksto obtain industry information new product informationcoverageand technology to continuously improve knowledge performance.

• Strong written oral and interpersonal communication skills.

• Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.

• Sets priorities and manages workflow to ensure effectivetimely and efficient service delivery.

• Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.

Education

• HS Diploma or equivalent

Physical Demands & Working Conditions

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 forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. We are dedicated to equal employmentopportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean undue hardship on the operation of our business.