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Personal Lines Private Client Account Executive

Worldinsurance · New York, NY, 10019 · Active · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyWorldinsurance
TitlePersonal Lines Private Client Account Executive
Normalized title-
Department / team-
LocationNew York, NY, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-06-02 / 2026-06-03
Changed / last seen2026-06-03 / 2026-06-06

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Company jobsActive postings from Worldinsurance.Open
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City jobsActive postings in New York.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyWorldinsurance
Source8343a271-346c-49bd-a749-995f388365ac
ATS providerJazzHR / ApplyToJob

Description

Company Overview 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. Position Summary    Independently leads client strategy and service on the largest and most complex WPGC clients across the company.   Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World. Primary Responsibilities   Prepare for and facilitate strategy meeting   Reviews exposures against coverages and performs gap analysis   Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies   Review, finalize and facilitate proposal meeting   Leads stewardship planning and delivery   Oversight of confirmation of coverage, policies, and endorsements Other Responsibilities, as applicable   Setup and maintain account details, contacts, and policy information in EPIC   Summarize current policies and expiring exposures   Draft proposals and finance contracts   Review carrier invoices (E&S)   Coordinate and finalize policy check   Coordinating appraisals and inspections   Document and process cancellations and non-renewals Work Experience     5+ years’ experience in Personal Property & Casualty Professional Licenses/Certifications   Must hold state Property & Casualty Insurance License Essential Skills/Competencies   Strong functional knowledge of MS Office products, Word and Excel – specific to creating, formatting, and evaluating formulas and working within templates.   Understands new technology platforms quickly  Skilled in agency management systems and Carrier sites.   Has knowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.    Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.    Strong written, oral, and interpersonal communication skills. Provides optimal work output.   Extremely organized. Meets deadlines. Coaches’ others in deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.   Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.   Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.   Able to create strategies to solve unique problems that have a broad impact on the client’s business. Translates operational/strategic decisions into specific, measurable outcomes.   Brings together resources and cross-functional expertise to ensure a comprehensive solution.   Creates client solutions utilizing technology platforms while driving effectiveness and efficiency. Education    Highschool diploma or equivalent Physical Demands 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. To Executive Search Firms and Staffing Agencies 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. #LI-CF1

Full job record

Job IDb60aca0875b84e3fa349be8ffd93a6a696889633
Org ID542eeff8-9368-44ed-8cdc-1e1b229aa8c7
Source ID8343a271-346c-49bd-a749-995f388365ac
Board ID8343a271-346c-49bd-a749-995f388365ac
Providerjazzhr
Provider Job KeyDsGTZ49dm0
TitlePersonal Lines Private Client Account Executive
Normalized Title—
Statusactive
Activeyes
Location TextNew York, NY, 10019
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNY
CityNew York
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://worldinsurance.applytojob.com/apply/DsGTZ49dm0/Personal-Lines-Private-Client-Account-Executive
Apply URLhttps://worldinsurance.applytojob.com/apply/DsGTZ49dm0/Personal-Lines-Private-Client-Account-Executive
First Seen At2026-06-03 12:56:30Z
Last Seen At2026-06-06 10:43:52Z
Last Checked At2026-06-06 10:43:52Z
Last Changed At2026-06-03 12:56:30Z
Inactive At—
Source Posted At2026-06-02 00:00:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=jazzhr/board=worldinsurance/date=2026-06-06/2026-06-06T10-43-43-032Z-4f1faa8d84c22dd0fc0a5483ea067003b3993c4c637face2c7ff4d315df08dc2.json
Event Fields
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  "last_changed_at": "2026-06-03T12:56:30.107Z",
  "active_status": "active"
}
Parsed Structured
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    "city": "New York",
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    "country": "United States",
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    "confidence": 0.9
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  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:43:52.070Z",
  "launch_scope": {
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    "location": {
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      "city": "New York",
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    "countries": [
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  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "url": "https://worldinsurance.applytojob.com/apply/jobs/details/DsGTZ49dm0?&",
    "heading": "Personal Lines Private Client Account Executive",
    "html_title": "JazzHR » Job Listings",
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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><br><br><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><br><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client strategy and service on the largest and most complex WPGC clients across the company.  </span></span></span></li><li style=\"margin-bottom:11px;margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.  </span></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>Primary Responsibilities</b> </span></span></span><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%;\">Prepare for and facilitate strategy meeting  </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%;\">Reviews exposures against coverages and performs gap analysis  </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%;\">Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies  </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%;\">Review, finalize and facilitate proposal meeting  </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%;\">Leads stewardship planning and delivery  </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%;\">Oversight of confirmation of coverage, policies, and endorsements  </span></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%;\">Other Responsibilities, as applicable  </span></span></span><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%;\">Setup and maintain account details, contacts, and policy information in EPIC  </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%;\">Summarize current policies and expiring exposures  </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%;\">Draft proposals and finance contracts  </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%;\">Review carrier invoices (E&S)  </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%;\">Coordinate and finalize policy check  </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%;\">Coordinating appraisals and inspections  </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%;\">Document and process cancellations and non-renewals  </span></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>Work Experience<i> </i></b> </span></span></span><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%;\">5+ years’ experience in Personal Property & Casualty </span></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>Professional Licenses/Certifications</b> </span></span></span><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%;\">Must hold state Property & Casualty Insurance License </span></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>Essential Skills/Competencies</b> </span></span></span><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%;\">Strong functional knowledge of MS Office products, Word and Excel – specific to creating, formatting, and evaluating formulas and working within templates.  </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%;\">Understands new technology platforms quickly </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%;\">Skilled in agency management systems and Carrier sites.  </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%;\">Has knowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.   </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%;\">Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.   </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%;\">Strong written, oral, and interpersonal communication skills. Provides optimal work output.  </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%;\">Extremely organized. Meets deadlines. Coaches’ others in deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.  </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%;\">Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.  </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%;\">Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.  </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%;\">Able to create strategies to solve unique problems that have a broad impact on the client’s business. Translates operational/strategic decisions into specific, measurable outcomes.  </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%;\">Brings together resources and cross-functional expertise to ensure a comprehensive solution.  </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%;\">Creates client solutions utilizing technology platforms while driving effectiveness and efficiency.  </span></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>Education</b>  </span></span></span><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%;\">Highschool diploma or equivalent </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Physical Demands </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><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><br><span style=\"line-height:115%;\"><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. </span></span></span><br><br>#LI-CF1",
    "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.\n 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    Independently leads client strategy and service on the largest and most complex WPGC clients across the company.\n Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.\n Primary Responsibilities   Prepare for and facilitate strategy meeting\n Reviews exposures against coverages and performs gap analysis\n Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies\n Review, finalize and facilitate proposal meeting\n Leads stewardship planning and delivery\n Oversight of confirmation of coverage, policies, and endorsements\n Other Responsibilities, as applicable   Setup and maintain account details, contacts, and policy information in EPIC\n Summarize current policies and expiring exposures\n Draft proposals and finance contracts\n Review carrier invoices (E&S)\n Coordinate and finalize policy check\n Coordinating appraisals and inspections\n Document and process cancellations and non-renewals\n Work Experience     5+ years’ experience in Personal Property & Casualty\n Professional Licenses/Certifications   Must hold state Property & Casualty Insurance License\n Essential Skills/Competencies   Strong functional knowledge of MS Office products, Word and Excel – specific to creating, formatting, and evaluating formulas and working within templates.\n Understands new technology platforms quickly\n Skilled in agency management systems and Carrier sites.\n Has knowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.\n Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.\n Strong written, oral, and interpersonal communication skills. Provides optimal work output.\n Extremely organized. Meets deadlines. Coaches’ others in deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.\n Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.\n Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.\n Able to create strategies to solve unique problems that have a broad impact on the client’s business. Translates operational/strategic decisions into specific, measurable outcomes.\n Brings together resources and cross-functional expertise to ensure a comprehensive solution.\n Creates client solutions utilizing technology platforms while driving effectiveness and efficiency.\n Education    Highschool diploma or equivalent\n Physical Demands\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#LI-CF1",
    "jsonld_jobposting": {
      "url": "https://worldinsurance.applytojob.com/apply/DsGTZ49dm0/Personal-Lines-Private-Client-Account-Executive",
      "@type": "JobPosting",
      "title": "Personal Lines Private Client Account Executive",
      "@context": "http://schema.org/",
      "datePosted": "2026-06-02",
      "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><br><br><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><br><br><span style=\"line-height:115%;\"><b>Position Summary </b> </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client strategy and service on the largest and most complex WPGC clients across the company.  </span></span></span></li><li style=\"margin-bottom:11px;margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.  </span></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>Primary Responsibilities</b> </span></span></span><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%;\">Prepare for and facilitate strategy meeting  </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%;\">Reviews exposures against coverages and performs gap analysis  </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%;\">Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies  </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%;\">Review, finalize and facilitate proposal meeting  </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%;\">Leads stewardship planning and delivery  </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%;\">Oversight of confirmation of coverage, policies, and endorsements  </span></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%;\">Other Responsibilities, as applicable  </span></span></span><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%;\">Setup and maintain account details, contacts, and policy information in EPIC  </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%;\">Summarize current policies and expiring exposures  </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%;\">Draft proposals and finance contracts  </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%;\">Review carrier invoices (E&S)  </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%;\">Coordinate and finalize policy check  </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%;\">Coordinating appraisals and inspections  </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%;\">Document and process cancellations and non-renewals  </span></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>Work Experience<i> </i></b> </span></span></span><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%;\">5+ years’ experience in Personal Property & Casualty </span></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>Professional Licenses/Certifications</b> </span></span></span><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%;\">Must hold state Property & Casualty Insurance License </span></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>Essential Skills/Competencies</b> </span></span></span><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%;\">Strong functional knowledge of MS Office products, Word and Excel – specific to creating, formatting, and evaluating formulas and working within templates.  </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%;\">Understands new technology platforms quickly </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%;\">Skilled in agency management systems and Carrier sites.  </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%;\">Has knowledge of High Net Worth or loss sensitive program design and coverage forms. Able to deliver value added services including claims review, loss control coordination, stewardship reports, and other ad-hoc reports as needed.   </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%;\">Establishes and maintains effective relationships with clients, co-workers, and underwriters and gains their trust and support.   </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%;\">Strong written, oral, and interpersonal communication skills. Provides optimal work output.  </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%;\">Extremely organized. Meets deadlines. Coaches’ others in deliverables. Able to bring these skills together in a fast-paced environment with accuracy and attention to detail.  </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%;\">Able to assess a problem that involves analysis of a wide spectrum of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required.  </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%;\">Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems.  </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%;\">Able to create strategies to solve unique problems that have a broad impact on the client’s business. Translates operational/strategic decisions into specific, measurable outcomes.  </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%;\">Brings together resources and cross-functional expertise to ensure a comprehensive solution.  </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%;\">Creates client solutions utilizing technology platforms while driving effectiveness and efficiency.  </span></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>Education</b>  </span></span></span><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%;\">Highschool diploma or equivalent </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Physical Demands </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><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><br><span style=\"line-height:115%;\"><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. </span></span></span><br><br>#LI-CF1",
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          "addressRegion": "NY",
          "addressLocality": "New York"
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      "validThrough": "2026-08-31",
      "uniqueJobCode": "job_20260602193232_2MEE3VTFRNMABEX5",
      "employmentType": "FULL_TIME",
      "hiringOrganization": {
        "logo": "https://s3.amazonaws.com/resumator/customer_20221110154535_FRYZFCZKGIPC9R4K/logos/20221129194952_Logo_-_World.jpeg",
        "name": "World Insurance Associates, LLC.",
        "@type": "Organization",
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      "experienceRequirements": "Mid Level"
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    "id": "DsGTZ49dm0",
    "title": "Personal Lines Private Client Account Executive",
    "detailUrl": "https://worldinsurance.applytojob.com/apply/jobs/details/DsGTZ49dm0?&"
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