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World Insurance Associates LLC · 1 day ago

Personal Lines Senior Associate Client Representative - Iselin, NJ

Iselin, NJ

Full-time

Onsite

Entry, Mid Level

$57K/yr - $62K/yr

2+ years exp

World Insurance Associates is a unique financial services organization that empowers people to improve their risk management outcomes and achieve financial goals. The Senior Associate Client Representative works independently to support lead service and Client Advisors by managing account details and processing insurance-related documents.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

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

May pull items such as MVR, CLUES, Risk Meters, RCE etc

Generate and send renewal proofs, if requested

Check endorsement against request

Document maintenance/retrieval

Qualification

Property & Casualty insuranceState insurance licenseAgency management systemsMS Office proficiencyInterpersonal communication skills

Required

2+ years' experience in Personal Property and Casualty

Must hold state Property & Casualty insurance license

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

Knowledge of agency management systems and Carrier sites

Possesses a 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 process to derive a solution

Works to achieve stated objectives and delivers results at the close direction of a senior team member

HS Diploma or equivalent

Benefits

Competitive benefits package

Variable pay programs

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees