World Insurance Associates · 1 month ago
Personal Lines Associate Client Representative
Phoenix, AZ
Full-time
Onsite
New Grad, Entry, Mid Level
0+ years expWorld Insurance Associates is a rapidly growing financial services organization specializing in personal and commercial insurance. The Personal Lines Associate Client Representative provides support to Client Managers and Advisors by managing account details and processing insurance documents and communications.
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 policy per policy check workflow and complete checklist
Check endorsement against request
Document maintenance/retrieval
Other responsibilities as applicable
Qualification
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
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