Commercial Lines Senior Account Manager

World Insurance As; Chicago (IL); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

World Insurance Associates is seeking an experienced Client Services & Renewal Specialist to lead service plans and renewal messaging for larger middle‑market accounts. You will collaborate with senior colleagues to develop strategy and ensure smooth placements.

In this role you will review coverages, manage mid‑market placements, and oversee renewal activities and client communications. A background in commercial Property & Casualty with strong analytical and relationship skills is required.

Formación

• Strong ability to build and maintain client relationships across large accounts.
• Proven capacity to design renewal strategies and messaging for mid-market clients.
• Excellent communication skills with internal teams and clients.
• Proficient in data analysis and Excel for coverage reviews.
• Able to manage multiple accounts and meet renewal deadlines.

Responsabilidades

• Create and deliver World Insurance Associates service plan.
• Develop solutions and prepare strategy for renewal meetings with clients.
• Review exposures against coverages and perform gap analysis.
• Lead mid-market placements with Subject Matter Experts for smooth processes.
• Review, finalize and participate in renewal meetings.
• Document orders to bind and ensure binder accuracy.
• Participate or lead post-renewal meetings and stewardship planning.
• Oversee confirmation of coverage, policies, endorsements, and audits as applicable.

Conocimientos

Client relationships

Renewal strategy

Communication skills

Excel

Team collaboration

Analytical thinking

Time management

Educación

High School Diploma or equivalent experience

Descripción del empleo

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

Independently leads client service, strategy, AND renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients. No or limited number of small accounts. Skilled at selling all of World to larger middle market accounts.

Primary Responsibilities

• Create and deliver WIA service plan
• Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
• Reviews exposures against coverages and performs gap analysis
• Leads mid-market placements and collaborates with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
• Review,finalizeand participate proposal meeting
• Document clients order to bind and review binder for accuracy
• Participates or leads in post renewalmeeting
• Participates or leads in stewardship planning and delivery for large clients
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable

Work Experience

• 3– 5years’ experience in Commercial Property & Casualty with a comprehensive understanding ofinsurancecoverages

Professional Licenses/Certifications

• Must holdstateProperty & Casualty insurancelicense.

Essential Skills/Competencies

• Maintains effective relationships with clients, co-workers, and colleagues.Viewed as a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvements in placements and services.
• Has an understanding of guaranteed cost program design and coverage forms.Able to provide consultation of coverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work,understandsthe urgency in various tasks, and consistentlymeetstimelines.
• Proficient in self-serve portals and manages client training andutilization
• Strong understanding of Excel
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.
• Provides resolution to a diverse range of problems.Usescritical thinking toidentifykey barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

• High School Diploma or equivalent experience.

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, andwalking and standingarerequiredoccasionally.

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 employment opportunities 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 accommodations to 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.