Commercial Lines Associate Account Manager

About the Role

World Insurance Associates (“World”) is a unique financial services organization. This role 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. The role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members.

Key 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; review coverages and identify differences.
• Coordinate audits and effectively resolve audit disputes.
• Document and process cancellations and non-renewals.
• May be responsible for ordering loss runs, generating proofs, and endorsement and audit review.

Requirements & Tech Stack

• Excel, Word, and other MS Office products, including basic formatting.
• Ability to learn coverage fundamentals.
• Ability to follow a well-established and familiar set of activities and/or process to derive a solution.
• Ability to set priorities and manage workflow to ensure effective, timely, and efficient service delivery.
• Ability to work to achieve stated objectives and deliver results under the direction of a senior team member.

Qualifications

• 0-2 years’ experience in Commercial Property and Casualty.
• Licensed or obtaining state Property & Casualty insurance license.
• Dedicated to meeting the expectations and requirements of co-workers and clients.
• Ability 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.
• HS Diploma or equivalent.

Office work involves working at a desk, using an adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently. Typing, grasping, and repetitive motion typically required daily. Walking and standing required occasionally.