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Personal Lines Account Executive
World Insurance Associates LLCClient Account Executive leading client strategy for Personal Lines in complex insurance environments. Managing accounts with strong service orientation and strategic direction for client needs.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Equal Employment Opportunity at World Insurance Associates (WIA) celebrates and supports differences
- Reasonable accommodations to known physical or mental limitations for disabled applicants
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
gap analysisproposal draftingfinance contract draftingclaims reviewstewardship planningpolicy confirmationcoverage reviewappraisal coordinationcancellation processingHigh Net Worth program design
Soft Skills
interpersonal communicationorganizational skillsdeadline managementproblem assessmentinnovative solution applicationoral communicationwritten communicationclient strategy leadershipservice deliverymeeting facilitation
Certifications
Property & Casualty Insurance License