Personal Lines Associate Client Representative

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 3000 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

Works independently to provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.

May also be responsible for other responsibilities as applicable.

Primary Responsibilities

• Setup and maintain accurate account details contacts and policy information in EPIC

• Process renewals endorsement acknowledgments cancellations and proofs of insurance

• Attach organize and name documents in EPIC

• Initiate endorsements proofs of insurance and invoices

• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers including BOR client pre-renewal letters proposal letters change request etc.

• Create activities in EPIC and assign to applicable team member

Other Responsibilities as applicable

• May pulling items such as MVR CLUES Risk Meters RCE etc.

• Generate and send renewal proofs if requested

• Check policy per policy check workflow and complete checklist

• Check endorsement against request

• Document maintenance/retrieval

Work Experience

Preferred

• 2 years experience in Personal Property and Casualty

Professional Licenses/CertificationsRequired:

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Knowledge of Excel Word and other MS Office products to include basic formatting

• Knowledge of agency management systems and Carrier sites.

• Possesses a basic understanding of property and casualty coverage.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Able to meet quality standards and achieve urgent tasks.

• Strong written oral and interpersonal communication skills

• Able to follow a well-established and familiar set of activities and/or process to derive a solution.

• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

EducationRequired:

• HS Diploma or equivalent

Physical Demands & Working Conditions

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 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.