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World Insurance Associates LLC · 1 day ago

Commercial Lines Senior Associate Client Representative

Worcester, MA

Full-time

Onsite

Entry, Mid Level

2+ years exp

World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. This role involves providing excellent customer service to ensure client satisfaction and retention while managing account details and communications.

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, proposal letters, change requests, proofs of insurance etc

Endorse policy in EPIC and billing

Create activities in EPIC and assign to applicable team member

Order loss runs

Qualification

Property & Casualty insurance licenseEPIC agency management systemExcelMS Office productsInterpersonal communicationProblem solvingTeamwork

Required

2+ years' experience in Commercial Property and Casualty

Must hold state Property & Casualty insurance license

Knowledge of Excel, Word, and other MS Office products to include basic formatting

Has knowledge of agency management systems (EPIC) and carrier sites

Possesses a basic understanding of property and casualty coverage

Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment

Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks

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

Works to achieve stated objectives and delivers results at the close direction of a senior team member

HS Diploma or equivalent

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