Commercial Lines Associate Account Manager

World Insurance Associates LLC; Waltham (MA); On-site; USD 55,000 - 75,000; 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. You will assist with routine service activities, renewal coordination, and maintaining accurate policy and client records.

The ideal candidate will have 0-2 years in Commercial Property and Casualty, plus an active state P/C license. The role emphasizes responsive, high-quality service to clients and internal teams.

Qualifications

• 0-2 years’ experience in Commercial Property and Casualty.
• Licensed or obtaining state Property & Casualty license.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC.
• Summarize loss history.
• Summarize current programs and expiring exposures.
• Draft proposals, stewardship reports and other presentations using templates with guidance from a senior team member.
• Create premium billing allocations and review carrier invoices.
• Coordinate and finalize policy and endorsement checks.
• Coordinate audits and resolve audit disputes.
• Document and process cancellations and non-renewals.
• Order loss runs and generate proofs of endorsement and audit review.

Skills

MS Office

Communication

Problem solving

Time management

Education

HS Diploma or equivalent

Tools

EPIC

Job description

• Summarize loss history.

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 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 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 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

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.

• 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.

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 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.

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.