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World Insurance Associates LLC · 2 days ago

Commercial Lines Account Manager

Burlington, IA

Contract

Onsite

Mid Level

3+ years exp

World Insurance Associates is a rapidly growing financial services organization specializing in personal and commercial insurance. The Commercial Lines Account Manager will lead client service for middle and large accounts, collaborating with senior colleagues on strategy design and renewal messaging.

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 insuranceProperty & Casualty licenseExcel proficiencyGuaranteed cost program designClient relationship managementInterpersonal communicationProblem-solvingAttention to detail

Required

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

Must hold state Property & Casualty insurance license

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