Personal Lines Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Takes the lead in developing client strategies and services for intricate WPGC clients.

• Prepares for and conducts strategic meetings.

• Analyzes exposures in comparison to coverages and performs gap assessments.

• Collaborates with the Placement team to enhance overall placement strategies.

• Reviews, finalizes, and facilitates meetings regarding proposals.

• Directs stewardship planning and execution.

• Oversees the confirmation of coverage, policies, and endorsements.

• Establishes and maintains account details, contacts, and policy information.

• Summarizes existing policies and identifies expiring exposures.

• Composes proposals and financial contracts.

• Reviews carrier invoices, coordinates appraisals and inspections, and processes cancellations.

⛳️ Requirements

• A minimum of 5 years’ experience in Personal Property & Casualty.

• Must possess a state Property & Casualty Insurance License.

• Strong proficiency in MS Office products, particularly Word and Excel.

• Experienced in agency management systems and Carrier websites.

• Knowledgeable in High Net Worth or loss-sensitive program design and coverage forms.

• Capable of delivering value-added services, including claims reviews and stewardship reports.

• Excellent written, verbal, and interpersonal communication abilities.

• Highly organized and adept at meeting deadlines.

• Skilled in assessing complex issues and applying innovative solutions.

🏝️ Benefits

• Equal Employment Opportunity at World Insurance Associates (WIA) celebrates and supports diversity.

• Reasonable accommodations for known physical or mental limitations for disabled applicants.