Commercial Lines Senior Associate Account Manager

World Insurance Associates, LLC. • Waltham, MA

8d

About The Position

The Senior 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.

Requirements

• 2+ years’ experience in Commercial Property & Casualty
• Must hold state Property & Casualty insurance license
• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Proficient in agency management systems (EPIC) and carrier sites.
• Possesses an intermediate understanding of property and casualty coverage.
• Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment. Understands the urgency in various tasks and consistently meets timelines.
• Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.
• 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.
• Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail.
• Works to achieve stated objectives and delivers results at the close direction of a senior team member.
• HS Diploma or equivalent.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC
• Summarize loss history, analyze and interpret the data for the client.
• Summarize current programs and expiring exposures. Able to review coverage forms and identify differences.
• Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients.
• Draft and finalize finance contracts, billing allocations and review carrier invoices
• Coordinate and finalize policy and endorsement check. Can review coverage and identify differences.
• Coordinate audits and effectively resolve audit disputes.
• Document and process cancellations and non-renewals. Independently initiate the pre-renewal process.

What This Job Offers

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