Commercial Lines Associate: Client-Focused Account Manager

Alamo Insurance Services Inc.; Burlington (IA); On-site; USD 42,000 - 58,000; Full time

Job summary

World Insurance Associates seeks an Associate Account Manager to support middle‑market and large accounts with routine service, renewal coordination, and accurate policy records. You will work with internal teams to deliver high-quality service and help drive client satisfaction and retention.

The role requires 0-2 years in Commercial Property and Casualty, solid MS Office skills, and the ability to learn coverage fundamentals. A high school diploma is required, with licensing pursued as needed.

Qualifications

• HS Diploma or equivalent required.
• 0-2 years of Commercial Property & Casualty experience or exposure.
• Licensed or pursuing a State Property & Casualty license.
• Strong written, oral, and interpersonal communication skills.

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 client presentations with guidance from a senior team member.
• 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

MS Office

Communication

Problem solving

Attention to detail

Education

HS Diploma or equivalent

Property & Casualty license (in progress)

Tools

Excel

Word

Job description

World Insurance Associates seeks an Associate Account Manager to support middle‑market and large accounts with routine service, renewal coordination, and accurate policy records. You will work with internal teams to deliver high-quality service and help drive client satisfaction and retention.

The role requires 0-2 years in Commercial Property and Casualty, solid MS Office skills, and the ability to learn coverage fundamentals. A high school diploma is required, with licensing pursued as needed.