Associate Account Manager

World Insurance Associates - Carlstadt, NJ

Full-time - Entry Level

Carlstadt, NJ

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

World Insurance Associates is a rapidly growing insurance organization that offers a unique blend of top products and services from major providers, combined with attentive service from local agents. Founded in 2011, the company has quickly established itself as one of the fastest-growing insurance brokers in the U.S., boasting over 2,200 employees across more than 260 offices in North America. The organization specializes in a variety of insurance lines, including personal and commercial insurance, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This growth has created numerous opportunities for talented individuals to join the team and work from various offices throughout the region. The Associate Account Manager position is designed to support the Account Executive in managing client relationships and ensuring client retention. This role involves assisting insurance producers in addressing client needs and supporting Account Managers in handling a high volume of work. The Associate Account Manager will be responsible for ensuring that all tasks are completed accurately and on time, including making changes to existing policies, handling renewals, service requests, claims, billing, and new policies. The position also requires reviewing applications, policies, endorsements, and audits for accuracy, as well as coordinating with the department manager to obtain renewal business information. A key aspect of this role is to foster client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.

Responsibilities

• Assist insurance producers in servicing client needs
• Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time
• Make changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
• Handle renewals, service requests, claims, billing and new policies
• Review all applications, policies, endorsements and audits for accuracy
• Coordinate expiration list with department manager to obtain renewal business information
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Requirements

• Bachelor's degree or equivalent work experience, preferred
• Two years minimum Personal Lines account management or support experience required
• Property & Casualty License required, or agreement to obtain within 3-6 months of employment
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred
• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability to actively listen and problem solve with minimal assistance
• Ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Nice-to-haves

• Experience with Applied/Epic or similar agency management software