Commercial Lines Associate Account Manager

World Insurance As; Burlington (IA); On-site; USD 42,000 - 56,000; Full time

Job summary

World Insurance Associates is hiring 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 records, delivering responsive service to clients and internal teams.

The role emphasizes accuracy, timely processing, and collaboration with senior staff to ensure client satisfaction and account retention.

Qualifications

• 0-2 years of experience in Commercial Property and Casualty.
• Licensed or obtaining state Property & Casualty insurance license.
• Strong written, oral, and interpersonal communication skills.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC.
• Summarize loss history and summarize current programs and expiring exposures.
• Draft proposals, stewardship reports, and other presentations for large and complex clients under guidance.
• 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

Excel

Word processing

MS Office

Communication skills

Attention to detail

Education

HS Diploma or equivalent

Tools

EPIC

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.

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