High-Net Worth Placement Leader - Personal Lines

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America.  We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
 

• Collaborate with colleagues to facilitate the movement of business to partner carriers
• Run reports with specific parameters
• Review existing books of business for purpose of consolidation
• Regular discussion with partner carriers
• Responsible for independently managing assigned projects with partner carriers
• Distribute carrier quotes to servicers
• Regular follow ups/communication with servicers on bind status
• Negotiate coverage/premium on quotes with carriers
• Bind business including processing payments
• Tracking results of business movement
• Managing and meeting monthly production goals

• Minimum Requirement: Must be Property & Casualty, Personal Lines licensed in NY or NJ at least 5 years - with a minimum of 5 years work experience
• Strong knowledge in Personal lines servicing experience including remarketing and new business placement.
• Demonstrated experience in High-Net Worth.
• Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within spreadsheets. Must be proficient in Excel, Word, and other MS Office products
• Applied/Epic or similar agency management software experience, preferred.
• Strong organizational skills, ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.
• Maintain effective relationships with co-workers, and trading partners.
• Ability to work in a team environment
• 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 multitask, prioritize, work independently, and use discretion surrounding sensitive information.
• Ability to maintain a professional demeanor and positive attitude