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World Insurance Associates LLC · 3 weeks ago

Commercial Lines Associate Account Manager - New York, NY

New York, NY

Full-time

Onsite

New Grad, Entry, Mid Level

$75K/yr - $80K/yr

0+ years exp

World Insurance Associates is a fast-growing financial services organization specializing in insurance and benefits programs. The Associate Account Manager plays a key role in managing middle-market and large accounts, ensuring high-quality service delivery and client satisfaction.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Set up and maintain account details, contacts, and policy information in EPIC

Summarize loss history

Summarize current programs and expiring exposures

Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive

Create premium billing allocations and review carrier invoices

Coordinate and finalize policy and endorsement check. Can review coverages and identify differences

Coordinate audits and effectively resolve audit disputes

Document and process cancellations and non-renewals

Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review

Qualification

Commercial PropertyCasualtyProperty & Casualty insurance licenseExcelMS OfficeInterpersonal communicationWritten communicationOral communication

Required

0-2 years' experience in Commercial Property and Casualty

Licensed or obtaining state Property & Casualty insurance license

Knowledge of Excel, Word, and other MS Office products to include basic formatting

Able to learn coverage fundamentals

Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems

Seeks to obtain industry information, new product information, coverage and technology to continuously improve knowledge performance

Strong written, oral, and interpersonal communication skills

Able to follow a well-established and familiar set of activities and/or process to derive a solution

Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery

Works to achieve stated objectives and delivers results at the close direction of a senior team member

HS Diploma or equivalent

Benefits

Competitive benefits package

Variable pay programs

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