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World Insurance Associates LLC · 4 days ago

Commercial Lines Associate Client Rep - Iselin, NJ

Iselin, NJ

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $65K/yr

0+ years exp

World 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, ensuring excellent customer service to clients for satisfaction and retention.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

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

Commercial PropertyCasualtyProperty & Casualty licenseEPIC softwareMicrosoft ExcelMicrosoft WordInterpersonal communicationProblem-solvingTime management

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 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