World Insurance Associates · 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 expWorld Insurance Associates is a unique financial services organization with a global network of brokers and specialists. The Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records.
Customer ServiceFinanceFinancial ServicesInsurance
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
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
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase