Personal Lines Account Executive

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World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

Finance • Healthcare Insurance • Transport

World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

📋 Description

• Independently leads client strategy and service for complex WPGC clients • Prepares for and facilitates strategy meetings • Reviews exposures against coverages and performs gap analysis • Consults with the Placement team to optimize overall placement strategies • Reviews, finalizes, and facilitates proposal meetings • Leads stewardship planning and delivery • Oversees confirmation of coverage, policies, and endorsements • Sets up and maintains account details, contacts, and policy information • Summarizes current policies and expiring exposures • Drafts proposals and finance contracts • Reviews carrier invoices, coordinates appraisals and inspections, processes cancellations

🎯 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 • Skilled in agency management systems and Carrier sites • Knowledge of High Net Worth or loss sensitive program design and coverage forms • Ability to deliver value added services including claims review and stewardship reports • Strong written, oral, and interpersonal communication skills • Extremely organized and able to meet deadlines • Ability to assess complex problems and apply innovative solutions

🏖️ Benefits

• Equal Employment Opportunity at World Insurance Associates (WIA) celebrates and supports differences • Reasonable accommodations to known physical or mental limitations for disabled applicants