Personal Lines Private Client Account Executive
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
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
Primary Responsibilities
Other Responsibilities as applicable
Work Experience
Professional Licenses/Certifications
Essential Skills/Competencies
Education
Physical Demands
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 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 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.
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-MF1
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
- Independently leads client strategy and serviceonthe largest and most complex WPGC clients across the company.
- Creates multiple opportunities to engage and diagnose needs proactively anddeterminesstrategic direction to meet the customers evolving needs and selling all of World.
Primary Responsibilities
- Prepare for andfacilitatestrategy meeting
- Reviews exposures against coverages and performs gap analysis
- Consults with the Placement team providing expert industry and client knowledge tooptimizingoverall placement strategies
- Reviewfinalizeandfacilitateproposal meeting
- Leads stewardship planning and delivery
- Oversight of confirmation of coverage policies and endorsements
Other Responsibilities as applicable
- Setupandmaintainaccount details contacts and policy information in EPIC
- Summarize current policies and expiring exposures
- Draft proposals and finance contracts
- Reviewcarrier invoices (E&S)
- Coordinate andfinalizepolicy check
- Coordinating appraisals and inspections
- Document and process cancellations and non-renewals
Work Experience
- 5 years experience in Personal Property & Casualty
Professional Licenses/Certifications
- Must hold state Property & Casualty Insurance License
Essential Skills/Competencies
- Strong functional knowledge of MS Office productsWordand Excel specific to creating formatting andevaluating formulas and working within templates.
- Understandsnew technologyplatforms quickly
- Skilled in agency management systems and Carrier sites.
- Hasknowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review loss control coordination stewardship reports and other ad-hoc reports as needed.
- Establishes andmaintainseffective relationships with clients co-workers and underwriters and gains their trust and support.
- Strong written oral and interpersonal communication skills. Providesoptimalwork output.
- Extremely othersin deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.
- Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique of which creative and innovative solutions are consistentlyrequired.
- Appliesexpertiseand core competencies gathered frompreviousclient engagements and industry trends to solve problems.
- Able to create strategies to solve unique problems that have a broad impact on the clients decisions into specific measurable outcomes.
- Bringstogether resources and cross-functionalexpertiseto ensure a comprehensive solution.
- Creates client solutionsutilizingtechnology platforms while driving effectiveness and efficiency.
Education
- Highschool diploma or equivalent
Physical Demands
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 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 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.
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-MF1
Required Experience:
Manager
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
