Commercial Lines Associate - Renewal & Client Service

Alamo Insurance Services Inc.; Burlington (IA); On-site; USD 45,000 - 60,000; Full time

Job summary

World Insurance Associates in Burlington, IA is seeking an Associate Account Manager to support day-to-day management of middle-market and large accounts. You will assist with service activities, renewal coordination, and maintaining accurate policy and client records to drive client satisfaction and retention.

The role emphasizes responsiveness, high-quality service, and collaboration with internal teams. A path toward growth in commercial property/casualty insurance and relationship management

Qualifications

• 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 find common ground and solve problems.
• Seeks to obtain industry information, new product information, coverage and technology to improve knowledge.
• 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 under supervision.

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

Skills

MS Office

Excel

Strong communication

Client service

Education

HS Diploma or equivalent

Tools

Excel

Word

Job description

World Insurance Associates in Burlington, IA is seeking an Associate Account Manager to support day-to-day management of middle-market and large accounts. You will assist with service activities, renewal coordination, and maintaining accurate policy and client records to drive client satisfaction and retention.

The role emphasizes responsiveness, high-quality service, and collaboration with internal teams. A path toward growth in commercial property/casualty insurance and relationship management