Commercial Lines Associate Account Manager

World Insurance Associates LLC; Schererville (IN); On-site; USD 42,000 - 56,000; Full time

Job summary

World Insurance Associates LLC is seeking an Associate Account Manager to support day-to-day management of middle-market and large accounts, handling routine service activities, renewal coordination, and maintenance of policy records.

The role emphasizes delivering responsive service to external clients and internal teams, assisting with proposals, billing, audits, endorsements, and reports under guidance from senior staff, with 0–2 years of relevant experience.

Qualifications

• 0–2 years of experience in Commercial Property and Casualty.
• Licensed or pursuing a state Property & Casualty insurance license.
• Proficient in MS Office, including Excel and Word basics.
• Strong written, oral, and interpersonal communication skills.
• Able to learn coverage fundamentals and follow established processes.

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 presentations for large clients with guidance.
• Create premium billing allocations and review carrier invoices.
• Coordinate and finalize policy and endorsement checks; review coverages.
• Coordinate audits and resolve audit disputes.
• Document and process cancellations and non-renewals.
• Order loss runs, generate proofs and endorsement/audit review.

Skills

Communication skills

Interpersonal skills

Attention to detail

Education

HS Diploma or equivalent

Property & Casualty license (current or in process)

Tools

Excel

Word

MS Office

Job description

Position Summary

The Associate Account Manager supports the day-to-day management of middle-market and large accounts byassistingwith routine service activities, renewal coordination, and the maintenance ofaccuratepolicy 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

Position Specific Skills/Qualifications

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,coverageand 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/orprocessto derive a solution.

Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery.

Works to achieve statedobjectivesanddeliversresultsatthe 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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

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 employmentopportunities 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 accommodationsto knownphysical 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.