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World Insurance Associates LLC · 7 hours ago

Commercial Lines Account Manager

Brewster, NY

Contract

Onsite

Mid Level

3+ years exp

World Insurance Associates is a rapidly growing financial services organization that specializes in personal and commercial insurance. The Commercial Lines Account Manager will lead client service for middle and large accounts, collaborating on strategy design and renewal messaging, while also managing communications for smaller accounts independently.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Create and deliver WIA service plan

Prepare for and participate in 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, finalize and 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

Setup and maintain account details, contacts, and policy information in EPIC

Summarize loss history

Summarize current programs and expiring exposures

Draft finance contracts and create premium billing allocations

Review carrier invoices

Coordinate and finalize policy check

Coordinate audits

Qualification

Property & Casualty insuranceState insurance licenseGuaranteed cost program designClient relationship managementExcel proficiencyInterpersonal communicationProblem-solvingTeam collaboration

Required

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

Must hold state Property & Casualty insurance license

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, understands the urgency in various tasks, and consistently meets 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

HS Diploma or equivalent

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