Company Overview
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.
Position Summary
Independently leads client service, strategy, AND renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients. No or limited number of small accounts.
Skilled at selling all of World to larger middle market accounts.
Primary Responsibilities
Create and deliver WIA service plan
Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
Reviews exposures against coverages and performs gap analysis
Leads mid-market placements and collaborates with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
Review, finalize and participate proposal meeting
Document clients order to bind and review binder for accuracy
Participates or leads in post renewal meeting
Participates or leads in stewardship planning and delivery for large clients
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Other Responsibilities, as applicable
Setup and maintain account details, contacts, and policy information in EPIC
Summarize loss history
Summarize current programs and expiring exposures
Draft proposals and finance contracts
Create premium billing allocations
Review carrier invoices
Coordinate and finalize policy check
Process endorsements Coordinate audits, Document and process cancellations and non-renewals
Position Specific Skills/Qualifications
Work Experience
Required
3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Required
Must hold state Property & Casualty insurance license.
Essential Skills/Competencies
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Able to work in a team environment. Easily gains the trust and support of peers.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
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.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
Required
High School Diploma or equivalent experience.
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. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are 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. In addition, 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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