Strategic Commercial Lines Account Manager

Alamo Insurance Services Inc.; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

World Insurance Associates (WIA) is seeking an experienced client service professional to manage middle and large accounts with guidance. You will collaborate on strategy and renewal messaging, and may lead messaging for smaller clients independently.

In this role you will oversee coverage confirmations, endorsements, and audits, while coordinating with specialists to ensure efficient placements and accurate proposals.

Qualifications

• 3+ years of Property & Casualty insurance experience.
• State Property & Casualty insurance license.
• Strong communication and client service skills.
• Ability to work in a fast-paced environment with accuracy.

Responsibilities

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

Skills

Client service

Communication

Teamwork

Problem solving

Excel

Education

HS Diploma or equivalent

Tools

EPIC

Excel

Job description

World Insurance Associates (WIA) is seeking an experienced client service professional to manage middle and large accounts with guidance. You will collaborate on strategy and renewal messaging, and may lead messaging for smaller clients independently.

In this role you will oversee coverage confirmations, endorsements, and audits, while coordinating with specialists to ensure efficient placements and accurate proposals.