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World Insurance Associates LLC · 3 weeks ago

Personal Lines Associate Client Representative

Wakefield, MA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

World Insurance Associates is a fast-growing financial services organization specializing in insurance and employee benefits. The Personal Lines Associate Client Representative provides support to Client Managers and Advisors by maintaining 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 policy per policy check workflow and complete checklist

Check endorsement against request

Document maintenance/retrieval

Other responsibilities as applicable

Qualification

Property & Casualty licenseEPIC softwareExcelWordInterpersonal communicationProblem solvingTime management

Required

0-2 years' experience in Personal Property and Casualty

Licensed or obtaining state Property & Casualty insurance license within a specified time frame

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

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