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World Insurance Associates LLC · 6 days ago

Commercial Lines Senior Account Manager

Crown Point, IN

Full-time

Onsite

Mid, Senior Level

3+ years exp

World Insurance Associates LLC is a rapidly growing financial services organization specializing in personal and commercial insurance. The Commercial Lines Senior Account Manager will independently lead client service and strategy for larger middle market accounts, collaborating with senior colleagues and ensuring effective service delivery.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Create and deliver WIA service plan

Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor

Reviews exposures against coverages and performs gap analysis

Leads mid-market placements and collaborates 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 or leads in post renewal meeting

Participates or leads 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 proposals and finance contracts

Create premium billing allocations

Review carrier invoices

Coordinate and finalize policy check

Process endorsements Coordinate audits, Document and process cancellations and non-renewals

Qualification

Commercial Property & CasualtyProperty & Casualty licenseClient relationship managementCritical thinkingCustomer serviceProblem resolutionStrategic planningTeam collaboration

Required

3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Must hold state Property & Casualty insurance license

High School Diploma or equivalent experience

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees