Client Service Administrator - Small Business

About the Company

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 3,000 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.

Responsibilities

• Respond to client requests for changes
• Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
• Follow-up for and deliver endorsements to clients upon receipt
• Respond to client requests for cancellation and escalate internally
• Coordinate the delivery of Proofs of Insurance
• Respond to client billing / payment questions
• Coordinate claim escalation

Requirements

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
• Must hold state Property & Casualty insurance license, or ability to obtain within 90 days of hire
• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates
• Skilled in Excel, Word, and other MS Office products
• Able to understand new technology platforms quickly
• Proficient in agency management systems (EPIC) and carrier sites
• Strong written, oral, and interpersonal communication skills
• College degree is preferred

Skills

• Hands-on personal approach to customer service
• Maintains effective relationships with clients, co-workers, and colleagues
• Viewed as a team player and is cooperative and collaborative
• Understanding of guaranteed cost program design and coverage forms
• Able to provide consultation of coverage needs
• Sets and achieves day-to-day objectives within the context of specified solutions
• Develops and implements work plans for completing projects
• Able to solve routine problems

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.