Senior Commercial Lines Account Lead - Strategy & Renewals

World Insurance As; Scottsdale (AZ); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

World Insurance Associates is a leading insurance brokerage with a national footprint. This role supports middle and large accounts, working with senior colleagues on strategy design and renewal messaging.

The candidate will lead client service with guidance and may independently direct messaging for smaller clients. Primary responsibilities include creating service plans, coordinating strategy discussions, and ensuring accurate coverage documentation, with a focus on client outcomes and

Qualifikationen

• 3+ years of Property & Casualty insurance experience.
• Must hold a state Property & Casualty insurance license.
• Proficient in Excel and client relationship management.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment with accuracy.

Aufgaben

• Create and deliver a client service plan.
• Prepare for and participate in strategy meetings.
• Review exposures against coverages and perform gap analysis.
• Collaborate on mid-market placements with SMEs to ensure smooth processes.
• Review, finalize and participate in proposal meetings.
• Document client orders to bind and review binder for accuracy.
• Participate in post-renewal meetings and stewardship planning for large clients.

Kenntnisse

Client relationship management

Team collaboration

Communication skills

Analytical thinking

Problem solving

Ausbildung

HS Diploma or equivalent

Tools

Excel

Jobbeschreibung

World Insurance Associates is a leading insurance brokerage with a national footprint. This role supports middle and large accounts, working with senior colleagues on strategy design and renewal messaging.

The candidate will lead client service with guidance and may independently direct messaging for smaller clients. Primary responsibilities include creating service plans, coordinating strategy discussions, and ensuring accurate coverage documentation, with a focus on client outcomes and