Commercial Lines Senior Account Manager

Job Description

Job Description

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 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.

Position Summary

Independently leads client service, strategy, AND renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients. No or limited number of small accounts.

Skilled at selling all of World to larger middle market accounts.

Primary Responsibilities

Create and deliver WIA service plan

Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor.

Reviews exposures against coverages and performs gap analysis

Leads mid-market placements and collaborates with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.

Review, finalize and participate proposal meeting

Document clients order to bind and review binder for accuracy

Participates or leads in post renewal meeting

Participates or leads in stewardship planning and delivery for large clients

Oversight of confirmation of coverage, policies, endorsements, and audits as applicable

Other Responsibilities, as applicable

Setup and maintain account details, contacts, and policy information in EPIC

Summarize loss history

Summarize current programs and expiring exposures

Draft proposals and finance contracts

Create premium billing allocations

Review carrier invoices

Coordinate and finalize policy check

Process endorsements Coordinate audits, Document and process cancellations and non-renewals

Position Specific Skills / Qualifications

Work Experience

Required

3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses / Certifications

Required

Must hold state Property & Casualty insurance license.

Essential Skills / Competencies

Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.

Able to work in a team environment. Easily gains the trust and support of peers.

Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.

Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.

Able to develop short- and long-term strategies that have high impact on client / prospects and the business. Anticipates obstacles and identifies ways to overcome them.

Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product / service.

Education

Required

High School Diploma or equivalent experience.

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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

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 equal opportunity workplace. 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 accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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