Personal Lines Senior Associate Client Representative

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.

About the Role

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 additional responsibilities as applicable.

Responsibilities

• Set up and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, 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 requests, etc.
• Create activities in EPIC and assign to applicable team members
• Pull items such as MVR, CLUES, Risk Meters, RCE, etc.
• Generate and send renewal proofs, if requested
• Check endorsements against requests
• Document maintenance/retrieval

Requirements

• Preferred: 2+ years’ experience in Personal Property and Casualty
• Must hold a state Property & Casualty insurance license
• High School Diploma or equivalent

Skills

• Knowledge of Excel, Word, and other MS Office products, including basic formatting
• Knowledge of agency management systems and carrier sites
• 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 processes to derive a solution
• 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 a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically are required every day, and walking and standing are required occasionally.