Commercial Lines Senior Associate Client Representative
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Job Location:
Worcester, MA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines bookofselect business. Under the direction of a lead servicer this positionconsistently providesexcellent customer service to external and internal clients to ensure client satisfaction and retention.
Primary Responsibilities
- Supports leadservicerin effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet theclientneeds.
Set up andmaintainaccurateaccount details contacts and policyinformation in EPIC
Attach organize and name documents in EPIC
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers including BOR proposal letters change requestsproofs of insuranceetc.
Endorse policy in EPIC and billing
Create activities in EPIC andassigntoapplicable teammember.
Order loss runs
Position Specific Skills/Qualifications
Work Experience
2yearsexperiencein Commercial Property and Casualty
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Knowledge of Excel Word and other MS Office products to include basic formatting.
Hasknowledge of agency management systems (EPIC) and carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment.
Able to quickly find common ground solve problems meet qualitystandardsand achieve urgent tasks.
Strong written oral and interpersonal communication skills
Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.
Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.
Education
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 forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day andwalking and standingarerequiredoccasionally.
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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Required Experience:
Senior IC
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
