Commercial Lines Account Executive

Independent Client Strategy Leader

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.

Independently leads client strategy, service, and renewal messaging primarily for large market accounts.

Creates multiple opportunities to engage and diagnose complex needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.

Primary Responsibilities

• Create and deliver WIA service plan
• Prepare for and facilitate internal and external strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Consults with the Placement team, providing advanced industry knowledge resulting in positive outcomes for clients
• Review, finalize and facilitate proposal meeting
• Document clients order to bind and review binder for accuracy
• Facilitates post renewal meeting
• Leads stewardship planning and delivery
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
• Reviews contracts for adequate coverage
• Review and deliver loss runs summary

Position Specific Skills / Qualifications

Work Experience

Required

Professional Licenses / Certifications

Required

Essential Skills / Competencies

Education

Required

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.