Commercial Lines Account Manager

Company Overviewu00a0 World Insurance Associates (u201cWorldu201d) 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.u00a0u00a0 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.u00a0 u00a0 Position Summaryu00a0u00a0 With some guidanceu00a0andu00a0oru00a0direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging.u00a0u00a0 May Independently lead ALL messaging on small without guidance.u00a0u00a0 Primary Responsibilitiesu00a0 + Create and deliver WIA service planu00a0u00a0 + Prepare for andu00a0participateu00a0in strategy meetingu00a0u00a0 + Reviews exposures against coverages and performs gap analysisu00a0u00a0 + Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.u00a0u00a0 + Review,u00a0finalizeu00a0and participate proposal meetingu00a0u00a0 + Document clients order to bind and review binder for accuracyu00a0u00a0 + Participates in post renewal meetingu00a0u00a0 + Participates in stewardship planning and delivery for large clientsu00a0u00a0 + Oversight of confirmation of coverage, policies, endorsements, and audits as applicableu00a0u00a0 u00a0 Other Responsibilities, as applicableu00a0u00a0 + Setupu00a0andu00a0maintainu00a0account details, contacts, and policy information in EPICu00a0u00a0 + Summarizeu00a0loss historyu00a0u00a0 + Summarize current programs and expiring exposuresu00a0u00a0 + Draftu00a0finance contracts and create premium billing allocations.u00a0u00a0u00a0 + Reviewu00a0carrier invoicesu00a0u00a0 + Coordinate andu00a0finalizeu00a0policy checku00a0u00a0 + Coordinate auditsu00a0u00a0 Work Experienceu00a0u00a0 + 3+ yearsu2019 experience in Property & Casualty with a comprehensive understanding of insurance coveragesu00a0 u00a0 Professional Licenses/Certificationsu00a0 + Must hold state Property & Casualty insuranceu00a0license.u00a0 u00a0 Essential Skills/Competenciesu00a0 + Maintains effective relationships with clients, co-workers, and colleagues.u00a0u00a0Viewed as a team player and is cooperative and collaborative.u00a0u00a0 + Able to obtain firsthand customer information and use it for improvements in placements and services.u00a0u00a0 + Has an understanding of guaranteed cost program design and coverage forms.u00a0Able to provide consultation of coverage needs.u00a0u00a0 + Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayu00a0objectivesu00a0within the context of specified solutions. Develops and implements work plans for completing projects.u00a0u00a0 + Able to consistently perform/produce quality work,u00a0understandsu00a0the urgency in various tasks, and consistentlyu00a0meetsu00a0timelines.u00a0 + Proficient in self-serve portals and manages client training andu00a0utilizationu00a0u00a0 + Strong understanding of Excelu00a0u00a0 + Follows a well-established set of activities.u00a0u00a0 + Able to solve difficult problems that are not routine, but not overly complex.u00a0u00a0 + Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.u00a0 + Provides resolution to a diverse range of problems.u00a0Usesu00a0critical thinking tou00a0identifyu00a0key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/serviceu00a0 u00a0u00a0 Educationu00a0u00a0 + HS Diploma or equivalentu00a0 u00a0 Physical Demands & Working Conditionsu00a0u00a0 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 forceu00a0frequentlyu00a0to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isu00a0requiredu00a0every day, andu00a0walking and standingu00a0areu00a0requiredu00a0occasionally.u00a0 u00a0 Equal Employment Opportunityu00a0 u00a0At 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 equalu00a0opportunityu00a0workplace. 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 status. In addition, WIA makes reasonable accommodationsu00a0to knownu00a0physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationu00a0would imposeu00a0an undue hardship on the operation of our business.u00a0 u00a0 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 Worldu2019s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worldu2019s Human Resources Talent Department. #LI-HZ1 #LI-Hybridu00a0 Powered by JazzHR

Created: 2026-01-30