Commercial Lines Associate Account Manager

World Insurance As; Burlington (IA); On-site; USD 42,000 - 60,000; Full time

Job summary

World Insurance Associates is seeking an Associate Account Manager to support day-to-day management of middle-market and large accounts. You will assist with routine service activities, renewal coordination, and maintenance of policy/client records to ensure high-quality service and strong client satisfaction.

Responsibilities include using EPIC to manage details, summarizing loss history and current programs, drafting proposals, and coordinating audits, endorsements, and billing.

Qualifications

• HS Diploma or equivalent required.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy in record-keeping.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC.
• Summarize loss history and current programs for large clients.
• Draft proposals, stewardship reports, and other presentations using templates and system-generated letters.
• Create premium billing allocations and review carrier invoices.
• Coordinate policy endorsements and audits; resolve audit disputes.
• Process cancellations and non-renewals; order loss runs and endorsements as needed.

Skills

MS Office

Communication

Attention to detail

Time management

Education

HS Diploma or equivalent

Tools

EPIC

MS Office

Job description

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 and maintain account details, contacts, and policy information in EPIC
• Summarize loss history.
• 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 allocations and review carrier invoices
• Coordinate and finalize policy and endorsement check. Can review coverages and identify differences.
• Coordinate audits and effectively resolve audit disputes.
• Document and process cancellations and non-renewals.
• Maybe responsible for 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

Essential Skills/Competencies

• 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.
• Seeks to 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.

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 World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

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