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World Insurance Associates LLC · 1 day ago

Client Service Representative - Small Business

Columbus, OH

Full-time

Onsite

Mid Level

3+ years exp

World Insurance Associates is a rapidly growing financial services organization specializing in insurance and benefits solutions. The Client Service Representative will manage client accounts, process renewals, and provide customer support while ensuring accurate documentation and communication with clients and carriers.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process

Coordination of loss runs & experience modifications as applicable

Draft carrier submissions

Support obtaining client online portal quotes

Draft client proposals

Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc

Attach, organize, and name documents in EPIC

Create activities in EPIC and assign to applicable team member

Ensure renewals are processed accurately and key data elements are managed appropriately

Delivers audits to clients upon receipt

Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services):

Respond to client requests for changes

Process endorsement with carriers or escalate for quotation of new lines of business or complex changes

Follow-up for and deliver endorsements to clients upon receipt

Respond to client requests for cancellation and escalate internally

Coordinates the delivery of Proofs of Insurance

Responds to client billing / payment questions

Coordination of claim escalation

Qualification

Property & Casualty insuranceEPIC agency management systemExcel proficiencyCustomer service skillsCommunication skillsTeam playerProblem-solving skillsCritical thinking

Required

3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Must hold state Property & Casualty insurance license

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products

Able to understand new technology platforms quickly

Proficient in agency management systems (EPIC) and carrier sites

Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues

Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative

Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs

Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects

Able to solve routine problems

Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them

Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service

Preferred

College degree is preferred

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