Commercial Lines Business Development Associate
3 weeks ago
We are seeking a highly motivated Property & Casualty Client Service Specialist to join our team at World Insurance Associates, LLC. In this role, you will assist the Account Executive in managing a book of Commercial Lines Property & Casualty Insurance business, growing client loyalty, and supporting in handling renewals, service requests, claims, billing and new policies.
Responsibilities
- Manage a portfolio of Commercial Lines Property & Casualty Insurance clients, ensuring accurate and timely completion of tasks.
- BUILD STRONG RELATIONSHIPS WITH CLIENTS THROUGH PROFESSIONAL COMMUNICATION AND ADVOCACY.
- SUPPORT ACCOUNT EXECUTIVE IN HANDLING RENEWALS, SERVICE REQUESTS, CLAIMS, BILLING AND NEW POLICIES.
- MAINTAIN A DEEP UNDERSTANDING OF THE MARKETS AND THEIR APPETITES, AS WELL AS UNDERWRITING GUIDELINES AND PROCEDURES.
- REVIEW APPLICATIONS, POLICIES, ENDORSEMENTS, AND AUDITS FOR ACCURACY.
- COMPLETE LOSS/CLAIM ANALYSIS AND SUMMARIES.
- C-coordinate EXPIRATION LIST WITH DEPARTMENT MANAGER TO OBTAIN RENEWAL BUSINESS INFORMATION.
Qualifications:
- Minimum 2 years experience in Commercial Lines Account Management or support.
- Property & Casualty License required, or willingness to obtain within 3-6 months.
- Valid driver's license and insurance.
- Familiarity with Applied/EPIC or similar agency management software.
- Strong administrative and computing skills, including Microsoft Office.
- Able to work independently and interact with team members.
- Self-motivated and driven.
- Effective written and verbal communication skills.
- Ability to multitask and prioritize.
- Discretion and professionalism when handling sensitive information.
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