Mid-Market Commercial Lines Account Lead

World Insurance Associates LLC; Carlstadt (NJ); Sur place; USD 77 600 - 97 000; Plein temps

Résumé du poste

World Insurance Associates in New Jersey is seeking an experienced insurance professional to lead client service for middle and large accounts with guidance and collaboration with senior colleagues on strategy and renewal messaging.

Responsibilities include creating service plans, reviewing exposures, and coordinating with experts to drive smooth placements, renewals, and post-renewal activities. A strong focus on client relationships and accurate documentation is required.

Qualifications

• 3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Responsabilités

• Create and deliver WIA service plan.
• Prepare for and participate in strategy meeting.
• Reviews exposures against coverages and performs gap analysis.
• Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
• Review, finalize and participate proposal meeting.
• Document clients order to bind and review binder for accuracy.
• Participates in post renewal meeting.
• Participates in stewardship planning and delivery for large clients.
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable.

Connaissances

Client relations

Communication

Excel

Time management

Team collaboration

Formation

HS Diploma or equivalent

Outils

EPIC

Description du poste

World Insurance Associates in New Jersey is seeking an experienced insurance professional to lead client service for middle and large accounts with guidance and collaboration with senior colleagues on strategy and renewal messaging.

Responsibilities include creating service plans, reviewing exposures, and coordinating with experts to drive smooth placements, renewals, and post-renewal activities. A strong focus on client relationships and accurate documentation is required.