Jobs at World Insurance Associates LLC

The Sales Executive will identify and cultivate new commercial clients, utilizing the company's resources for risk management solutions and tracking sales activities through HubSpot.

As a Personal Lines Private Client Advisor, you will manage relationships with high-net-worth clients, providing tailored insurance solutions while tracking sales activities in CRM tools.

As a Personal Lines Private Client Advisor, you'll manage relationships with high-net-worth clients, providing tailored insurance solutions and risk management strategies while tracking sales in HubSpot.

The Sales Executive will identify, prospect, and close new commercial clients, utilizing various sales tactics and resources within the company. Responsibilities include managing client relationships and tracking sales activities using HubSpot.

The Personal Lines Private Client Advisor is responsible for building and managing relationships with high-net-worth clients, offering tailored insurance solutions and managing risks effectively, while leveraging the company's resources.

As a Personal Lines Private Client Advisor, you will manage relationships with high-net-worth clients, providing tailored insurance solutions and risk management strategies.

The Paraplanner will assist a Senior Financial Advisor by preparing comprehensive financial plans, analyzing client data, and delivering exceptional service to optimize client experience and support investment goals.

The Sales Executive will prospect and engage new commercial clients, utilizing various sales strategies and HubSpot to manage activities and close deals.

The Sales Executive identifies and closes new commercial clients, leveraging insurance solutions and corporate marketing support to drive sales. Responsibilities include tracking sales activities in HubSpot and utilizing various resources for client needs.

As a Personal Lines Private Client Advisor, you will manage relationships with high-net-worth clients, providing tailored insurance solutions and ensuring high-quality service.

Serve as primary service contact for commercial clients: evaluate exposures, obtain and negotiate quotes, prepare carrier submissions, bind coverage, review contracts, process renewals/endorsements, maintain account data in EPIC, produce client communications, and provide strategic risk and coverage advice.

Serve as primary service contact for commercial clients, evaluate exposures, obtain and negotiate quotes, prepare carrier submissions, manage renewals/endorsements, maintain accurate account and policy data in EPIC, and provide strategic client recommendations.

Provide administrative support to Client Managers/Advisors for personal lines P&C accounts: maintain EPIC records, process renewals/endorsements/cancellations, generate proofs and standard client/carrier communications, create EPIC activities, and manage document organization and policy checks.

Lead a regional team to identify, prospect, and close commercial insurance clients; deliver risk management solutions across World’s platform; drive revenue, track sales in HubSpot, and foster team development and client relationships.

Focus on selling commercial insurance solutions, identifying and cultivating new business relationships, and utilizing HubSpot for tracking sales activities.

Identify and cultivate new commercial clients. Engage in sales tactics, track activities in HubSpot, and provide risk management solutions to businesses and individuals.

As a Sales Executive, you will identify and close new commercial clients, using a broad range of risk management solutions and corporate marketing support.

The Sales Executive will identify and close new commercial insurance clients, utilizing extensive corporate marketing support and managing sales activities in HubSpot.

Support account managers with commercial bond processing, maintain client relationships, manage workflows, and ensure accurate data in agency management systems.

The Personal Lines Private Client Advisor builds and maintains relationships with high-net-worth clients, providing tailored insurance solutions through proactive engagement and expert guidance.