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Commercial Lines Associate Account Manager

World Insurance Associates, LLC.Anderson, SC

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Overview

Schedule
Full-time
Career level
Entry-level

Job Description

Company OverviewWorld 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 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. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention. Primary 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 
Work Experience
  • 0-2 years’ experience in Commercial Property and Casualty 
Professional Licenses/Certifications
  • Licensed or obtaining state Property & Casualty insurance license  
Essential Skills/Competencies
  • 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.  
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 OpportunityAt 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 AgenciesWorld 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. #LI-MF1

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FAQs About Commercial Lines Associate Account Manager Jobs at World Insurance Associates, LLC.

What is the work location for this position at World Insurance Associates, LLC.?
This job at World Insurance Associates, LLC. is located in Anderson, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at World Insurance Associates, LLC.?
Employer has not shared pay details for this role.
What employment applies to this position at World Insurance Associates, LLC.?
World Insurance Associates, LLC. lists this role as a Full-time position.
What experience level is required for this role at World Insurance Associates, LLC.?
World Insurance Associates, LLC. is looking for a candidate with "Entry-level" experience level.
What is the process to apply for this position at World Insurance Associates, LLC.?
You can apply for this role at World Insurance Associates, LLC. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.