World Insurance Associates LLC · 10 hours ago
Commercial Lines Account Executive
World Insurance Associates LLC is a rapidly growing financial services organization specializing in insurance and risk management solutions. The Commercial Lines Account Executive independently leads client strategy, service, and renewal messaging primarily for large market accounts, while creating opportunities to engage and diagnose complex needs to meet customer requirements.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Create and deliver WIA service plan
Prepare for and facilitate internal and external strategy meeting
Reviews exposures against coverages and performs gap analysis
Consults with the Placement team, providing advanced industry knowledge resulting in positive outcomes for clients
Review, finalize and facilitate proposal meeting
Document clients order to bind and review binder for accuracy
Facilitates post renewal meeting
Leads stewardship planning and delivery
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Reviews contracts for adequate coverage
Review and deliver loss runs summary
Qualification
Required
5+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Must hold state Property & Casualty Insurance License
High school diploma or equivalent
Has a deep and thorough understanding of client requirements, competitive markets, industry trends and is recognized internally and externally as a subject matter expert
Able to act as a mentor or coach to junior staff
Understands technology platforms quickly and is proficient in Excel (formulas, charts and tables)
Hands on personal approach to customer service. Easily gains trust and support of peers. Able to work in a team environment
Strong written, oral, and interpersonal communication skills. Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment
Strong problem solving, critical thinking and multi-tasking skills. Able to provide resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Solves complex problems by taking a new perspective
Able to develop short- and long-term strategies that have a high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them
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.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Recent News
2026-01-20
Dallas Innovates
2026-01-07
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