Strategic Commercial Lines Account Manager

World Insurance As; Hammonton (NJ); On-site; USD 72,000 - 84,000; Full time

Job summary

World Insurance Associates in New Jersey seeks a client service professional to manage middle and large accounts with guidance, collaborating on strategy design and renewal messaging. You may independently lead all messaging for small accounts with minimal direction.

Responsibilities include creating service plans, coordinating strategy meetings, reviewing coverages, and supporting placement, renewal, and stewardship activities while maintaining accurate policy documentation and client

Qualifications

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

Responsibilities

• 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
• Setup and maintain account details, contacts, and policy information in EPIC
• Summarize loss history
• Summarize current programs and expiring exposures
• Draft finance contracts and create premium billing allocations.
• Review carrier invoices
• Coordinate and finalize policy check
• Coordinate audits

Skills

Client relationships

Excel proficiency

Strong communication

Team player

Problem solving

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates in New Jersey seeks a client service professional to manage middle and large accounts with guidance, collaborating on strategy design and renewal messaging. You may independently lead all messaging for small accounts with minimal direction.

Responsibilities include creating service plans, coordinating strategy meetings, reviewing coverages, and supporting placement, renewal, and stewardship activities while maintaining accurate policy documentation and client