World Insurance Associates
Commercial Lines Associate Account Manager
World Insurance Associates, Anderson, South Carolina, us, 29622
3 days ago Be among the first 25 applicants
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 checks; review coverages and identify differences
Coordinate audits and effectively resolve audit disputes
Document and process cancellations and non‑renewals
Possibly responsible for ordering loss runs, generating proofs, endorsements, and audit review
Work Experience 0-2 years’ experience in Commercial Property and Casualty
Position Specific Skills/Qualifications
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 processes 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 are 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, colour, 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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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 checks; review coverages and identify differences
Coordinate audits and effectively resolve audit disputes
Document and process cancellations and non‑renewals
Possibly responsible for ordering loss runs, generating proofs, endorsements, and audit review
Work Experience 0-2 years’ experience in Commercial Property and Casualty
Position Specific Skills/Qualifications
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 processes 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 are 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, colour, 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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