Logo
Personal Choice Financial Advisors, LLC

Personal Lines Account Manager

Personal Choice Financial Advisors, LLC, Miami, Florida, us, 33222


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.Position SummaryThis position supports the Account Executive with responsibilities related to client management and retention.ResponsibilitiesAssist insurance producers in servicing client needsSupport 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 policiesReview all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business informationGrow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communicationQualificationsBachelor’s degree or equivalent work experience, preferredTwo years minimum Personal Lines account management or support experience requiredProperty & Casualty License required, or agreement to obtain within 3-6 months of employmentPossess 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 attitudeAt 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.If you thrive in a fun, fast-paced environment, then World may be the place for your next career move. At World, your ideas are welcomed, and your personal growth potential is unlimited. Our entrepreneurial culture fosters innovation, collaboration, and ownership of your work. Join a winning team of like-minded people that enjoy a rewarding career.All information and content on this website is subject to applicable statutes and regulations, furnished "as is," without warranty of any kind, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or noninfringement. See additional terms & conditions at links below.Our website worldinsurance.com is for general information and reference only to provide you with background on World Insurance services, capabilities, and products. World Insurance endeavors to keep the information up to date and correct, but we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.Use of this website does not constitute a contract or binder for the purchase of insurance or any other product or service. World Insurance will not be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.At certain locations within this website, you are able to link to other third-party websites which are not under the control of World Insurance. We have no control over the nature, content, privacy, and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorsement of those third-party websites and you should independently review their terms and conditions, along with privacy standards.World Insurance takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.Contact WIA with your Accessibility Questions. If you have questions or comments about the accessibility of this website, please contact us for assistance via email at accessibility@worldinsurance.com or during office hours: Monday - Friday 9 a.m. to 5 p.m. Eastern.Trademarks & Copyright,World Insurance and its affiliated trade and service marks are solely owned by World Insurance both as registered and in common law. The contents of this website on the internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, user interface design or logos.Commissions & FeesWorld Insurance, as your licensed insurance broker, will confer with or advise you on the terms or conditions of insurance contracts, negotiate with insurance carriers and insurance providers on your behalf, and to obtain insurance coverages as requested. Our compensation for placement of insurance coverage, unless otherwise specifically negotiated and agreed to with our client, is customarily based on commission calculated as a percentage of the premium collected by the insurer and is paid to us by the insurer. We may also receive from insurers and insurance intermediaries (which may include World Insurance affiliated companies) additional compensation (monetary and non-monetary) based in whole or in part on the insurance contract we sell, which is contingent on volume of business and/or profitability of insurance contracts we supply to them and/or other factors pursuant to agreements we may have with them relating to all or part of the business we place with those insurers or through those intermediaries. Some of these agreements with insurers and/or intermediaries include financial incentives for World Insurance to grow its business or otherwise strengthen the distribution relationship with the insurer or intermediary. Such agreements may be in effect with one or more of the insurers with whom your insurance is placed, or with the insurance intermediary we use to place your insurance. You may obtain information about the nature and source of such compensation expected to be received by us, and, if applicable, compensation expected to be received on any alternative quotes pertinent to your placement upon your request.

#J-18808-Ljbffr