Commercial Lines Senior Associate Account Manager
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Job Location:
Waltham, MA - USA
Yearly Salary:
USD 57000 - 86000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 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.
Primary Responsibilities
Work Experience
Professional Licenses/Certifications
Essential Skills/Competencies
Education
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 andwalking and standingarerequiredoccasionally.
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 employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonableaccommodationsto 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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-PK1
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 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.
Primary Responsibilities
- 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 reportsand other presentations / reports related to large and complex clients.
- Draft andfinalizefinancecontracts billingallocationsand review carrier invoices
- Coordinate andfinalizepolicyand endorsementcheck. Can review coverage andidentifydifferences.
- Coordinateaudits andeffectivelyresolve audit disputes.
- Document and process cancellations and non-renewals. Independentlyinitiatethe pre-renewal process.
Work Experience
- 2 years experience in Commercial Property & Casualty
Professional Licenses/Certifications
- Must hold state Property & Casualty insurance license
Essential Skills/Competencies
- 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 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.
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 andwalking and standingarerequiredoccasionally.
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 employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonableaccommodationsto 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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-PK1
Required Experience:
Manager
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
