World Insurance Associates LLC · 2 days ago
Commercial Lines Senior Account Manager
World Insurance Associates is a fast-growing financial services organization specializing in personal and commercial insurance. The Commercial Lines Senior Account Manager will independently lead client service and strategy for larger middle market accounts, collaborating with senior colleagues on complex clients.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Create and deliver WIA service plan
Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor
Reviews exposures against coverages and performs gap analysis
Leads mid-market placements and collaborates 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 or leads in post renewal meeting
Participates or leads in stewardship planning and delivery for large clients
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Qualification
Required
3 – 5 years' experience in Commercial 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
High School Diploma or equivalent experience
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.
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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