World Insurance Associates · 1 day ago
Commercial Lines Associate Client Rep - Iselin, NJ
Iselin, NJ
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $65K/yr
0+ years expWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business, providing excellent customer service to ensure client satisfaction and retention.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs
Set up and maintain accurate account details, contacts, and policy information in EPIC
Attach, organize, and name documents in EPIC
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 requests, etc
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member
Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document maintenance/retrieval
Qualification
Required
0-2 years' experience in Commercial 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
HS Diploma or equivalent
Benefits
Competitive benefits package
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