Personal Lines Associate Client Representative

About the role

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

• 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 pull 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
• Other responsibilities as applicable

Work Experience

0-2 years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

Licensed or obtaining state Property & Casualty insurance license within 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
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance
• 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
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery
• Works to achieve stated objectives and delivers results at the close direction of a senior team member

Physical Demands

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 status. In 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.

Application Instructions

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.