Commercial Lines Senior Account Manager Local Service Manager

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    "heading": "Commercial Lines Senior Account Manager Local Service Manager",
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    "description_html": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview</b> </span><br><span style=\"line-height:115%;\">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. </span><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span><br>The Senior Account Manager Local Service Manager supports the Unit Leader and Division Service Leader with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth through operational effectiveness, efficiency & broking support. This position also serves as the primary service contact for clients on a middle/large market book of business and is responsible for client satisfaction, including strategic planning responsibilities. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. <br> <br><span style=\"line-height:115%;\"><b>Primary Responsibilities</b> </span></span></span><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Strategy, Business, & Financial Support</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Drives utilization of KPIs to measure and report results</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Supports communication planning and presents strategic vision while articulating benefits and listening to feedback</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Provides updates on operation performance and key initiatives during regular meeting cadence</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensures colleague objectives are cascaded</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Fosters a collaborative and accountable environment</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Management of new and replacement hire requests</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensures timely billing and cash collections</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensure key data elements are properly maintained</span></span></span></li></ul><div style=\"margin-bottom:11px;\"><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Client Experience</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversees client experience delivery model to ensure it meets quality, timeliness, and consistency standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Unit Leader & Producer collaboration</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures client service teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Establishes and/or manages an internal new business and renewal planning cadence</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives the development and implementation of consistent roles and responsibilities across all locations and functions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Implements the standard team structure designed to provide clients with dedicated lead and support colleagues</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Acts as liaison with the shared services team and works to build a one team culture across all functions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures the delivery of Client Service Plans and adherence to the established scope of services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Establishes and drives a client at risk identification process</span></span></li></ul><div style=\"margin-bottom:11px;\"><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Colleague Development</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Motivates, develops, and leads a high-performance team</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilities</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Identifies colleague professional development opportunities and provides coaching, mentorship, and experiential stretch assignments</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Supports recruiting protocols and interview tools designed to attract and retain top talent</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures all new and existing colleagues receive and attend training while reinforcing key messages</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Promotes Diversity and Inclusion and colleague mentorship</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Leads change management initiatives</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Participates as a subject matter expert in the advancement and implementation of new processes and technology</span></span></li></ul><div style=\"margin-bottom:11px;\"> <div style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Broking Support</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Remains current with industry developments regarding products and services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintains knowledge of personnel changes at carriers and intermediaries, and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovation</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Works closely with carrier's underwriting staff, and intermediaries, to promote effective placement of commercial products and capabilities</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversees broking process to ensure it meets quality, timeliness, and consistency standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives connection with line of business and industry broking specialists</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures broking teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Leads broking projects</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures broking timelines are included in client service plans and adherence to the established marketing protocols</span></span></li></ul></div><div style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Account Management</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client service, strategy, and renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Responsible for acting as the primary contact between clients and trading partners and retaining client through customer service which includes open, timely, and clear communication channels with clients, producers, and internal partners</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Development, oversight, and coordination of client strategy, broking, and service plans</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Provide technical expertise in analyzing needs, coverage forms, quotations, and value-added services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Prepare submissions to carriers including applications, loss analysis and other relevant information following World's professional standards while coordinating with Broking Specialists and responding to questions during the broking process</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Analyze quotations and coverage comparisons for proper coverages, terms and conditions </span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Prepare final client Proposals incorporating program recommendations</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Lead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be required.</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversight of timely delivery of communication of coverage, policies, endorsements, and audits as applicable</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Identify problems, summarize, and develop strategic solutions with the client by incorporating the company's culture and values in our recommended strategic solutions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">As needed, prepare reports including yet not limited to open items, reporting forms, stewardship, etc.</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Provide daily consultation to clients including, guidance on submitting first reports of claims, contract review, policy changes, and available World products, services, and resources</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Direct work of Associate Account Managers and Shared Services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintain a high degree of accuracy in agency management systems and adherence to workflows and professional standards</span></span></li></ul></div></div><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Specific Skills/Qualifications</b></span></span></span><ul><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">7+ years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Must hold state Property & Casualty insurance license</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintain effective relationships with clients, co-workers, and trading partners. Ability to work in a team environment</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Keep informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performance</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong written, oral, and interpersonal communication skills</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be proficient in Excel, Word, and other MS Office products</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong problem solving and critical thinking skills</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to carry out complex tasks with many concrete and abstract variables</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail</span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">  </span><br><span style=\"line-height:115%;\"><b>Physical Demands & Working Conditions </b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity</b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. <br><br><b>Compensation</b><br>This position is located in New York. The base salary for this position at the time of this posting may range from $96,800 to $119,600. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit <a href=\"https://www.worldinsurance.com/careersfor\">https://www.worldinsurance.com/careers</a> for more details.<br><br><br>#LI-MA1</span></span><br> ",
    "description_text": "Company Overview\n 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.\n Position Summary\nThe Senior Account Manager Local Service Manager supports the Unit Leader and Division Service Leader with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth through operational effectiveness, efficiency & broking support. This position also serves as the primary service contact for clients on a middle/large market book of business and is responsible for client satisfaction, including strategic planning responsibilities. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.\n Primary Responsibilities\n Strategy, Business, & Financial Support\n Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established.\n Drives utilization of KPIs to measure and report results\n Supports communication planning and presents strategic vision while articulating benefits and listening to feedback\n Provides updates on operation performance and key initiatives during regular meeting cadence\n Ensures colleague objectives are cascaded\n Fosters a collaborative and accountable environment\n Management of new and replacement hire requests\n Ensures timely billing and cash collections\n Ensure key data elements are properly maintained\n Client Experience\n Oversees client experience delivery model to ensure it meets quality, timeliness, and consistency standards\n Unit Leader & Producer collaboration\n Ensures client service teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards\n Establishes and/or manages an internal new business and renewal planning cadence\n Drives the development and implementation of consistent roles and responsibilities across all locations and functions\n Implements the standard team structure designed to provide clients with dedicated lead and support colleagues\n Acts as liaison with the shared services team and works to build a one team culture across all functions\n Ensures the delivery of Client Service Plans and adherence to the established scope of services\n Establishes and drives a client at risk identification process\n Colleague Development\n Motivates, develops, and leads a high-performance team\n Drives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilities\n Identifies colleague professional development opportunities and provides coaching, mentorship, and experiential stretch assignments\n Supports recruiting protocols and interview tools designed to attract and retain top talent\n Ensures all new and existing colleagues receive and attend training while reinforcing key messages\n Promotes Diversity and Inclusion and colleague mentorship\n Leads change management initiatives\n Participates as a subject matter expert in the advancement and implementation of new processes and technology\n   Broking Support\n Remains current with industry developments regarding products and services\n Maintains knowledge of personnel changes at carriers and intermediaries, and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovation\n Works closely with carrier's underwriting staff, and intermediaries, to promote effective placement of commercial products and capabilities\n Oversees broking process to ensure it meets quality, timeliness, and consistency standards\n Drives connection with line of business and industry broking specialists\n Ensures broking teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards\n Leads broking projects\n Ensures broking timelines are included in client service plans and adherence to the established marketing protocols\n Account Management\n Independently leads client service, strategy, and renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients\n Responsible for acting as the primary contact between clients and trading partners and retaining client through customer service which includes open, timely, and clear communication channels with clients, producers, and internal partners\n Development, oversight, and coordination of client strategy, broking, and service plans\n Provide technical expertise in analyzing needs, coverage forms, quotations, and value-added services\n Prepare submissions to carriers including applications, loss analysis and other relevant information following World's professional standards while coordinating with Broking Specialists and responding to questions during the broking process\n Analyze quotations and coverage comparisons for proper coverages, terms and conditions\n Prepare final client Proposals incorporating program recommendations\n Lead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be required.\n Oversight of timely delivery of communication of coverage, policies, endorsements, and audits as applicable\n Identify problems, summarize, and develop strategic solutions with the client by incorporating the company's culture and values in our recommended strategic solutions\n As needed, prepare reports including yet not limited to open items, reporting forms, stewardship, etc.\n Provide daily consultation to clients including, guidance on submitting first reports of claims, contract review, policy changes, and available World products, services, and resources\n Direct work of Associate Account Managers and Shared Services\n Maintain a high degree of accuracy in agency management systems and adherence to workflows and professional standards\n Position Specific Skills/Qualifications 7+ years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs\n Must hold state Property & Casualty insurance license\n Maintain effective relationships with clients, co-workers, and trading partners. Ability to work in a team environment\n Keep informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performance\n Strong written, oral, and interpersonal communication skills\n Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be proficient in Excel, Word, and other MS Office products\n Strong problem solving and critical thinking skills\n Ability to carry out complex tasks with many concrete and abstract variables\n Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail\n Physical Demands & Working Conditions\n 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.\n Equal Employment Opportunity\n 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.\n To Executive Search Firms and Staffing Agencies\nWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.\n Compensation\nThis position is located in New York. The base salary for this position at the time of this posting may range from $96,800 to $119,600. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit  https://www.worldinsurance.com/careers  for more details.\n#LI-MA1",
    "jsonld_jobposting": {
      "url": "https://worldinsurance.applytojob.com/apply/zDebep6TS1/Commercial-Lines-Senior-Account-Manager-Local-Service-Manager",
      "@type": "JobPosting",
      "title": "Commercial Lines Senior Account Manager Local Service Manager",
      "@context": "http://schema.org/",
      "datePosted": "2026-06-17",
      "description": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview</b> </span><br><span style=\"line-height:115%;\">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. </span><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span><br>The Senior Account Manager Local Service Manager supports the Unit Leader and Division Service Leader with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth through operational effectiveness, efficiency & broking support. This position also serves as the primary service contact for clients on a middle/large market book of business and is responsible for client satisfaction, including strategic planning responsibilities. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. <br> <br><span style=\"line-height:115%;\"><b>Primary Responsibilities</b> </span></span></span><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Strategy, Business, & Financial Support</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established. </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Drives utilization of KPIs to measure and report results</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Supports communication planning and presents strategic vision while articulating benefits and listening to feedback</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Provides updates on operation performance and key initiatives during regular meeting cadence</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensures colleague objectives are cascaded</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Fosters a collaborative and accountable environment</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Management of new and replacement hire requests</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensures timely billing and cash collections</span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Ensure key data elements are properly maintained</span></span></span></li></ul><div style=\"margin-bottom:11px;\"><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Client Experience</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversees client experience delivery model to ensure it meets quality, timeliness, and consistency standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Unit Leader & Producer collaboration</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures client service teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Establishes and/or manages an internal new business and renewal planning cadence</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives the development and implementation of consistent roles and responsibilities across all locations and functions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Implements the standard team structure designed to provide clients with dedicated lead and support colleagues</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Acts as liaison with the shared services team and works to build a one team culture across all functions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures the delivery of Client Service Plans and adherence to the established scope of services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Establishes and drives a client at risk identification process</span></span></li></ul><div style=\"margin-bottom:11px;\"><div style=\"margin-bottom:11px;\"><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Colleague Development</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Motivates, develops, and leads a high-performance team</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilities</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Identifies colleague professional development opportunities and provides coaching, mentorship, and experiential stretch assignments</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Supports recruiting protocols and interview tools designed to attract and retain top talent</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures all new and existing colleagues receive and attend training while reinforcing key messages</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Promotes Diversity and Inclusion and colleague mentorship</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Leads change management initiatives</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Participates as a subject matter expert in the advancement and implementation of new processes and technology</span></span></li></ul><div style=\"margin-bottom:11px;\"> <div style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Broking Support</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Remains current with industry developments regarding products and services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintains knowledge of personnel changes at carriers and intermediaries, and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovation</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Works closely with carrier's underwriting staff, and intermediaries, to promote effective placement of commercial products and capabilities</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversees broking process to ensure it meets quality, timeliness, and consistency standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Drives connection with line of business and industry broking specialists</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures broking teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standards</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Leads broking projects</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ensures broking timelines are included in client service plans and adherence to the established marketing protocols</span></span></li></ul></div><div style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><u>Account Management</u></span></span></div><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client service, strategy, and renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Responsible for acting as the primary contact between clients and trading partners and retaining client through customer service which includes open, timely, and clear communication channels with clients, producers, and internal partners</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Development, oversight, and coordination of client strategy, broking, and service plans</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Provide technical expertise in analyzing needs, coverage forms, quotations, and value-added services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Prepare submissions to carriers including applications, loss analysis and other relevant information following World's professional standards while coordinating with Broking Specialists and responding to questions during the broking process</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Analyze quotations and coverage comparisons for proper coverages, terms and conditions </span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Prepare final client Proposals incorporating program recommendations</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Lead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be required.</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Oversight of timely delivery of communication of coverage, policies, endorsements, and audits as applicable</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Identify problems, summarize, and develop strategic solutions with the client by incorporating the company's culture and values in our recommended strategic solutions</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">As needed, prepare reports including yet not limited to open items, reporting forms, stewardship, etc.</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Provide daily consultation to clients including, guidance on submitting first reports of claims, contract review, policy changes, and available World products, services, and resources</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Direct work of Associate Account Managers and Shared Services</span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintain a high degree of accuracy in agency management systems and adherence to workflows and professional standards</span></span></li></ul></div></div><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Position Specific Skills/Qualifications</b></span></span></span><ul><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">7+ years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Must hold state Property & Casualty insurance license</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maintain effective relationships with clients, co-workers, and trading partners. Ability to work in a team environment</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Keep informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performance</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong written, oral, and interpersonal communication skills</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be proficient in Excel, Word, and other MS Office products</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Strong problem solving and critical thinking skills</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to carry out complex tasks with many concrete and abstract variables</span></span></li><li><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail</span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">  </span><br><span style=\"line-height:115%;\"><b>Physical Demands & Working Conditions </b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity</b> </span><br><span style=\"line-height:115%;\">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. </span><br><span style=\"line-height:115%;\"> </span><br><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. <br><br><b>Compensation</b><br>This position is located in New York. The base salary for this position at the time of this posting may range from $96,800 to $119,600. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit <a href=\"https://www.worldinsurance.com/careersfor\">https://www.worldinsurance.com/careers</a> for more details.<br><br><br>#LI-MA1</span></span><br> ",
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      "validThrough": "2026-09-15",
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