TEMP- Commercial Lines Account Manager

World Insurance As; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking a client service lead for middle to large accounts. You will partner with senior staff on strategy design and renewal messaging, and may independently manage all messaging for smaller accounts with guidance.

You will drive service plans, coordinate strategy meetings, and review coverages against exposures. This role requires 3+ years in P&C and an active P&C license, with strong Excel and client relations skills.

Qualifications

• 3+ years’ experience in Property & Casualty insurance.
• Must hold state Property & Casualty insurance license.
• HS Diploma or equivalent.

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 and advise with SMEs.
• Review, finalize and participate in proposal meetings.
• Document orders to bind and review binder for accuracy.
• Participate in post renewal and stewardship planning for large clients.
• Oversee confirmation of coverage, policies, endorsements, and audits.

Skills

Client relations

Communication

Excel

Team player

Problem solving

Attention to detail

Time management

Adaptability

Education

HS Diploma or equivalent

Tools

EPIC

Job description

Company Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

With some guidanceandordirection, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging.

May Independently lead ALL messaging on small without guidance.

Primary Responsibilities

• Create and deliver WIA service plan
• Prepare for andparticipatein 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,finalizeand 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

Other Responsibilities, as applicable

• Setupandmaintainaccount details, contacts, and policy information in EPIC
• Summarizeloss history
• Summarize current programs and expiring exposures
• Draftfinance contracts and create premium billing allocations.
• Reviewcarrier invoices
• Coordinate andfinalizepolicy check
• Coordinate audits

Work Experience

• 3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurancelicense.

Essential Skills/Competencies

• Maintains effective relationships with clients, co-workers, and colleagues.Viewed as a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvements in placements and services.
• Has an understanding of guaranteed cost program design and coverage forms.Able to provide consultation of coverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work, understand the urgency in various tasks, and consistently meet timelines.
• Proficient in self-serve portals and manages client training and utilization
• Strong understanding of Excel
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.
• Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service

Education

• HS Diploma or equivalent

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.