Strategic Commercial Lines Account Manager

Alamo Insurance Services Inc.; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

World Insurance Associates in the United States is seeking an experienced client service professional to support middle and large accounts under guidance, collaborating with senior colleagues on renewal messaging and strategy.

You will prepare for strategy meetings, review exposures, assist with mid-market placements with SMEs, and help ensure accurate documentation through EPIC. A valid Property & Casualty license and 3+ years in P&C are required.

Qualifications

• 3+ years of Property & Casualty insurance experience.
• Must hold a State Property & Casualty insurance license.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment.
• Proficiency with EPIC and Excel for client work.

Responsibilities

• Create and deliver WIA service plan.
• Prepare for and participate in strategy meetings.
• Review exposures against coverages and perform gap analysis.
• Collaborate on mid-market placements with subject matter experts.
• Review, finalize and participate in proposal meetings.
• Document orders to bind and review binders for accuracy.
• Participate in post-renewal meetings.
• Oversee confirmations of coverage, policies, endorsements, and audits.

Skills

Client service

Communication skills

Excel

Attention to detail

Team player

Self-serve portals

Education

High School Diploma

Tools

EPIC

Job description

World Insurance Associates in the United States is seeking an experienced client service professional to support middle and large accounts under guidance, collaborating with senior colleagues on renewal messaging and strategy.

You will prepare for strategy meetings, review exposures, assist with mid-market placements with SMEs, and help ensure accurate documentation through EPIC. A valid Property & Casualty license and 3+ years in P&C are required.