Personal Lines Private Client Account Executive
About The Position
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. Independently leads client strategy and service on the largest and most complex WPGC clients across the company. Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.
Requirements
- 5+ years’ experience in Personal Property & Casualty
- Must hold state Property & Casualty Insurance License
- Strong functional knowledge of MS Office products, Word and Excel – specific to creating, formatting, and evaluating formulas and working within templates.
- Understands new technology platforms quickly
- Skilled in agency management systems and Carrier sites.
- Has knowledge of High Net Worth or loss sensitive program design and coverage forms.
- Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.
- Strong written, oral, and interpersonal communication skills.
- Extremely organized.
- Meets deadlines.
- Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.
- Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.
- Able to create strategies to solve unique problems that have a broad impact on the client’s business.
- Translates operational/strategic decisions into specific, measurable outcomes.
- Brings together resources and cross-functional expertise to ensure a comprehensive solution.
- Creates client solutions utilizing technology platforms while driving effectiveness and efficiency.
Nice To Haves
- Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.
- Coaches’ others in deliverables.
- Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.
Responsibilities
- Prepare for and facilitate strategy meeting
- Reviews exposures against coverages and performs gap analysis
- Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies
- Review, finalize and facilitate proposal meeting
- Leads stewardship planning and delivery
- Oversight of confirmation of coverage, policies, and endorsements
- Setup and maintain account details, contacts, and policy information in EPIC
- Summarize current policies and expiring exposures
- Draft proposals and finance contracts
- Review carrier invoices (E&S)
- Coordinate and finalize policy check
- Coordinating appraisals and inspections
- Document and process cancellations and non-renewals
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
