Commercial Lines Associate Account Manager

World Insurance Associates, LLC. • Hamden, CT • 5h ago

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

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

Position Specific Skills/Qualifications

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 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.

LI-HZ1

Go to Apply

Office Administrative Assistant

Hanes Supply Inc. • Guilford, CT • 2d ago

Management & Administrative

-Position Summary : Provides clerical support to the Office Manager.Essential Duties and Responsibilities :Observes all safety procedures, rules and regulations, and instruction in performance of job duties. Assists the...

2d ago

Go to Apply

Customer Service Associate

Walgreens • Wallingford, CT • 3d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

3d ago

Go to Apply

Part-time Customer Service Specialist (Call Center)

Newtown Savings Bank • Newtown, CT • 3d ago

Management & Administrative

Location: Newtown, CT Are you passionate about providing extraordinary customer service? Have you been recognized for your warm, friendly personality? Do you enjoy helping customers via the telephone, online and email? I...

3d ago

Go to Apply

Business Office Admin I

Lincoln Technical Institute • New Britain, CT • 5d ago

Management & Administrative

Lincoln Tech is searching for a detail-oriented Business Office Admin to provide administrative support and top-notch customer service to our students and visitors. Collaborate with our campus teams to craft an exception...

5d ago

Go to Apply

(USA) Exterior Services Technician, DOT Operator - DS

Walmart • Naugatuck, CT • 5d ago

Management & Administrative

Position Summary... What you'll do... Are you searching for an exciting career opportunity within a dynamic team? Look no further! Walmart is expanding its workforce across local retail stores and is actively recruiting...

5d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.