Commercial Lines Associate Account Manager

$50,000 - $55,000/Yr

World Insurance Associates - Fresno, CA

Full-time - Entry Level

Fresno, CA

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Commercial Lines Associate Account Manager at World Insurance Associates plays a crucial role in supporting the Account Executive with client management and retention tasks. This position focuses on managing a book of Commercial Lines Property & Casualty Insurance business, ensuring timely and accurate completion of all required tasks while fostering strong client relationships through excellent service and communication.

Responsibilities

• Assist Account Executive in managing a book of Commercial Lines Property & Casualty Insurance business.
• Ensure all required tasks are completed accurately and on-time.
• Grow client loyalty by building positive relationships and providing high levels of advocacy and excellent service.
• Support in handling renewals, service requests, claims, billing, and new policies.
• Maintain a thorough understanding of the markets, underwriting guidelines, and procedures.
• Review all applications, policies, endorsements, and audits for accuracy.
• Complete loss/claim analysis and summaries.
• Coordinate expiration list with department manager to obtain renewal business information.

Requirements

• Two years minimum Commercial Lines Account Management or support experience required.
• Property & Casualty License required, or agreement to obtain within 3-6 months of employment.
• Valid driver's license and insurance required.
• Applied/EPIC or similar agency management software experience preferred.
• Strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint).
• Ability to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven with a sense of urgency to meet deadlines.
• Effective written and verbal communication skills, including active listening and problem-solving abilities.
• Ability to multi-task, prioritize, and use discretion surrounding sensitive information.

Nice-to-haves

• Experience with Applied/EPIC or similar agency management software.

Benefits

• Competitive benefits package
• Variable pay programs