Commercial Lines Associate Account Manager: Client Impact

World Insurance As

Wayne (NJ)

On-site

USD 55,000 - 68,000

Full time

8 days ago

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Job summary

World Insurance Associates, a leading insurance brokerage, 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 records to ensure client satisfaction and retention.

The role emphasizes delivering responsive service to external clients and internal teams, with opportunities to contribute to cross-functional projects and process

Qualifications

  • HS Diploma or equivalent.
  • Knowledge of Excel, Word, and other MS Office products to include basic formatting.
  • Strong written, oral, and interpersonal communication skills.

Responsibilities

  • Set up and maintain account details, contacts, and policy information in EPIC.
  • Summarize loss history and current programs and expiring exposures.
  • Draft proposals, stewardship reports, and other presentations for large clients with guidance from an Account Manager or Account Executive.
  • Create premium billing allocations and review carrier invoices.
  • Coordinate and finalize policy and endorsement checks; review coverages for differences.

Skills

Communication skills
Learning ability
Interpersonal skills
Organization

Education

HS Diploma or equivalent

Tools

Excel
Word
MS Office

Job description

World Insurance Associates, a leading insurance brokerage, 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 records to ensure client satisfaction and retention.

The role emphasizes delivering responsive service to external clients and internal teams, with opportunities to contribute to cross-functional projects and process

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