Job Application - World Insurance Associates

Job Posting CLOSED

Personal Lines Associate Account Manager - Vienna, OH

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Position Summary

This position supports the Account Manager with responsibilities related to client management and retention.

Primary Responsibilities

  • Assist insurance producers in servicing client needs
  • Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
  • Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
  • Handle renewals, service requests, claims, billing and new policies
  • Review all applications, policies, endorsements and audits for accuracy
  • Coordinate expiration list with department manager to obtain renewal business information
  • Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication


  • Bachelor’s degree or equivalent work experience, preferred
  • Two years minimum Personal Lines account management or support experience required
  • Property & Casualty License required
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
  • Applied/Epic or similar agency management software experience, preferred.
  • Able to work independently and enjoy a high degree of interaction with team members.
  • Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
  • Ability to maintain a professional demeanor and positive attitude