The Account Manager leads client service for middle and large accounts, develops service plans, and collaborates on strategy with colleagues, ensuring accurate documentation and efficient policy placement.
Company Overview
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging.
May Independently lead ALL messaging on small without guidance.
Primary Responsibilities
Other Responsibilities, as applicable
Work Experience
Professional Licenses/Certifications
Essential Skills/Competencies
Education
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#PK-1
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging.
May Independently lead ALL messaging on small without guidance.
Primary 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
Other Responsibilities, 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
Work Experience
- 3+ years’ experience in Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
- Must hold state Property & Casualty insurance license.
Essential Skills/Competencies
- 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
Education
- HS Diploma or equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#PK-1
Top Skills
Epic
Excel
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