Customer Support Account Manager
World Insurance Associates, LLC.Illinois, United States
Posted September 16, 2025
Full Time
About the Company
World Insurance Associates LLC is a leading financial services organization specializing in tailored insurance solutions and wealth management. Offering a wide range of products including trucking and transportation insurance, restaurant and bar insurance, and construction surety bonds, the company caters to niche markets across various industries. With data-driven analytics and a comprehensive network of specialists, World Insurance Associates builds trusted relationships that deliver real-world results.
Job Description
World Investment Advisors (WIA) is seeking a Customer Support Account Manager to provide general office support and handle client requests. The role involves client communication, relationship development, and supporting client matters like scheduling appointments, providing updates, and processing investment checks. It is a key part of the financial planning team, working with advisors and clients on investment strategy, financial planning and portfolio management.
Requirements
- Self-confidence, personal integrity and understanding of fiduciary responsibility
- Team player, with strong leadership skills and ability to multi-task and manage time effectively
- Excellent verbal and written communication skills
- Sound organizational skills and strong personal computer skills (MS Office Suite)
- Ability to work independently and in a team
- Ability to think through issues and offer solutions
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Paid Time Off Policy
- Flexible Spending Account (FSA)
- Maternity/Paternity Leave Policy
