World Insurance Associates LLC
Commercial Lines Associate Account Manager
World Insurance Associates LLC, Columbus, Ohio, United States, 43224
Company Overview
World Insurance Associates ("World") is a financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve risk management outcomes, modernize benefits programs, and achieve long‑term financial goals. Founded in 2011, World is a fast‑growing, Top 25 insurance broker in the U.S. with nearly 3,000 employees in over 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 focuses on delivering responsive, high‑quality service to 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 or reports related to large and complex clients under guidance from an Account Manager or Account Executive Create premium billing allocations and review carrier invoices Coordinate and finalize policy and endorsement check; review coverages and identify differences Coordinate audits and effectively resolve audit disputes Document and process cancellations and non‑renewals May be responsible for ordering loss runs, generating proofs, 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
High School 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. WIA is an equal opportunity workplace 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. 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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World Insurance Associates ("World") is a financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve risk management outcomes, modernize benefits programs, and achieve long‑term financial goals. Founded in 2011, World is a fast‑growing, Top 25 insurance broker in the U.S. with nearly 3,000 employees in over 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 focuses on delivering responsive, high‑quality service to 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 or reports related to large and complex clients under guidance from an Account Manager or Account Executive Create premium billing allocations and review carrier invoices Coordinate and finalize policy and endorsement check; review coverages and identify differences Coordinate audits and effectively resolve audit disputes Document and process cancellations and non‑renewals May be responsible for ordering loss runs, generating proofs, 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
High School 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. WIA is an equal opportunity workplace 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. 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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