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

Receives guidance and/or direction to provide support to Client Managers and/or Client Advisors by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities

• Setupandmaintainaccurateaccount details contacts and policy information in EPIC

• Process renewals endorsement acknowledgmentscancellationsand 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 teammember

Other Responsibilities as applicable

• May pullitems such as MVR CLUES Risk Meters RCE etc.

• Generate and send renewalproofs if requested

• Check policy per policy check workflow and complete checklist

• Check endorsement against request

• Document maintenance/retrieval

• Other responsibilities as applicable

Position Specific Skills/Qualifications

Work Experience

• 0-2years experience in Personal Property and Casualty

Professional Licenses/Certifications

• Licensed or obtainingstateProperty & Casualty insurance licensewithin a specified time frame.

Essential Skills/Competencies

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

• Able to learn coverage fundamentals.

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

• Seeksto obtain industry information new product information coverage and technology to continuously improveknowledgeperformance.

• Strong written oral and interpersonal communication skills.

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

• Sets priorities and manages workflow to ensure effectivetimely and efficient service delivery.

• Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.

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 forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean undue hardship on the operation of our business.

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