World Insurance Associates · 3 weeks ago
Personal Lines Senior Associate Client Representative - NJ/NY Metro
Forked River, NJ
Full-time
Onsite
Entry, Mid Level
$60K/yr - $65K/yr
2+ years expWorld Insurance Associates is a unique financial services organization with a global network of brokers and specialists. The Senior Associate Client Representative works independently to provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work.
Customer ServiceFinanceFinancial ServicesInsurance
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
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
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase