Commercial Lines Senior Account Manager

Posted 8 Days Ago
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Crown Point, IN
In-Office
Mid level
Insurance • Transportation
The Role
The Commercial Lines Senior Account Manager leads client service and strategy for complex middle market accounts, collaborating on client solutions, managing proposals, and ensuring effective policy handling and client relationships.
Summary Generated by Built In

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  

Independently leads client service, strategy, AND renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients. No or limited number of small accounts.  

Skilled at selling all of World to larger middle market accounts.  

Primary 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  

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 proposals and finance contracts  

  • Create premium billing allocations  

  • Review carrier invoices  

  • Coordinate and finalize policy check  

  • Process endorsements Coordinate audits, Document and process cancellations and non-renewals  

Position Specific Skills/Qualifications 

Work Experience  

Required 

  • 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages 

Professional Licenses/Certifications 

Required 

  • Must hold state Property & Casualty insurance license. 

Essential Skills/Competencies 

  • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  

  • Able to work in a team environment. Easily gains the trust and support of peers.  

  • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  

  • Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.  

  • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  

  • 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  

Required 

  • High School Diploma or equivalent experience. 

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. 

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The Company
Topeka, Kansas
837 Employees

What We Do

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions.

Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing.

Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges.

This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business

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