Commercial Lines Account Executive

World Insurance Associates, LLC.-posted about 2 months ago

Full-time • Mid Level

Charlotte, NC

1,001-5,000 employees

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Independently leads client strategy, service, and renewal messaging primarily for large market accounts. Creates multiple opportunities to engage and diagnose complex needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.

Create and deliver WIA service plan
Prepare for and facilitate internal and external strategy meeting
Reviews exposures against coverages and performs gap analysis
Consults with the Placement team, providing advanced industry knowledge resulting in positive outcomes for clients
Review, finalize and facilitate proposal meeting
Document clients order to bind and review binder for accuracy
Facilitates post renewal meeting
Leads stewardship planning and delivery
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Reviews contracts for adequate coverage
Review and deliver loss runs summary

5+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Must hold state Property & Casualty Insurance License
Has a deep and thorough understanding of client requirements, competitive markets, industry trends and is recognized internally and externally as a subject matter expert.
Able to act as a mentor or coach to junior staff
Understands technology platforms quickly and is proficient in Excel (formulas, charts and tables).
Hands on personal approach to customer service. Easily gains trust and support of peers. Able to work in a team environment.
Strong written, oral, and interpersonal communication skills. 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.
Strong problem solving, critical thinking and multi-tasking skills. Able to provide resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Solves complex problems by taking a new perspective.
Able to develop short- and long-term strategies that have a high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
High school diploma or equivalent

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