Commercial Lines Associate Account Manager

Alamo Insurance Services Inc.; Burlington (IA); On-site; USD 42,000 - 58,000; Full time

Job summary

World Insurance Associates seeks an Associate Account Manager to support middle‑market and large accounts with routine service, renewal coordination, and accurate policy records. You will work with internal teams to deliver high-quality service and help drive client satisfaction and retention.

The role requires 0-2 years in Commercial Property and Casualty, solid MS Office skills, and the ability to learn coverage fundamentals. A high school diploma is required, with licensing pursued as needed.

Qualifications

• HS Diploma or equivalent required.
• 0-2 years of Commercial Property & Casualty experience or exposure.
• Licensed or pursuing a State Property & Casualty license.
• Strong written, oral, and interpersonal communication skills.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC.
• Summarize current programs and expiring exposures.
• Draft proposals, stewardship reports, and other client presentations with guidance from a senior team member.
• Create premium billing allocations and review carrier invoices.
• Coordinate and finalize policy and endorsement checks; review coverages for differences.
• Coordinate audits and resolve audit disputes.
• Document and process cancellations and non-renewals.

Skills

MS Office

Communication

Problem solving

Attention to detail

Education

HS Diploma or equivalent

Property & Casualty license (in progress)

Tools

Excel

Word

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

The Associate Account Manager supports the day-to-day management of middle‑market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy 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 current programs and expiring exposures
• Leverage templates and system generated letters to draft proposals, stewardship reports,and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive.
• Create premium billing allocationsand review carrier invoices
• Coordinate andfinalizepolicyand endorsementcheck. Can reviewcoveragesandidentifydifferences.
• Coordinateauditsand effectively resolve audit disputes.
• Document and process cancellations and non-renewals.
• Maybe responsiblefor ordering loss runs, generating proofs and endorsement and audit review

Work Experience

• 0-2 years’ experience in Commercial Property and Casualty

Professional Licenses/Certifications

• Licensed or obtaining state Property & Casualty insurance license
• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Able to learn coverage fundamentals.
• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
• Seeksto obtain industry information, new product information, coverage and technology to continuously improve knowledge performance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well‑established and familiar set of activities and/or processes to derive a solution.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
• Works to achieve stated objectives and delivers results at the 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 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.