Commercial Lines Account Manager

World Insurance Associates LLC; Village of Brewster (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

World Insurance Associates LLC is seeking a client service-focused insurance professional to support middle and large accounts. You will collaborate with senior colleagues on strategy, renewal messaging, and placement processes, ensuring accurate documentation and smooth workflows.

With 3+ years in Property & Casualty and a state license, you will maintain client relationships, analyze coverages, and contribute to stewardship for large clients in a fast-paced environment.

Qualifications

• 3+ years’ experience in Property & Casualty.
• Must hold state Property & Casualty insurance license.
• Excellent communication and teamwork.
• Proficient in Excel and client portals.

Responsibilities

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid-market placements and liaises with SMEs
• Review, finalize and participate in proposal meetings
• Document client orders to bind and review binder for accuracy
• Coordinate audits and policy checks
• Support stewardship for large clients

Skills

Communication skills

Teamwork

Problem solving

Attention to detail

Education

HS Diploma or equivalent

Property & Casualty license

Tools

Excel

Job description

Description

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

With some guidance and direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance.

Primary Responsibilities

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid-market placements and works 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 in post renewal meeting
• Participates 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 finance contracts and create premium billing allocations.
• Review carrier invoices
• Coordinate and finalize policy check
• Coordinate audits

Work Experience

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

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license.

Essential Skills/Competencies

• Maintains effective relationships with clients, co-workers, and colleagues.Viewed as a team player and is cooperative and collaborative.

• Able to obtain firsthand customer information and use it for improvements in placements and services.

• Has an understanding of guaranteed cost program design and coverage forms.Able to provide consultation of coverage needs.

• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.

• Able to consistently perform/produce quality work,understandsthe urgency in various tasks, and consistentlymeetstimelines.

• Proficient in self-serve portals and manages client training andutilization

• Strong understanding of Excel

• Follows a well-established set of activities.

• Able to solve difficult problems that are not routine, but not overly complex.

• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.

• Provides resolution to a diverse range of problems.Usescritical thinking toidentifykey barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service

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 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 accommodationwould imposean undue hardship on the operation of our business.