Commercial Lines Senior Account Manager

World Insurance Associates, LLC. • Metairie, LA

3d

About The Position

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.

Requirements

• 3 – 5 years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
• Must hold state Property & Casualty insurance license.
• 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.
• High School Diploma or equivalent experience.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED