World Insurance Associates · 1 week ago
Commercial Lines Senior Associate Client Representative
Worcester, MA
Full-time
Onsite
Entry, Mid Level
2+ years expWorld Insurance Associates is a company that values diversity and equal opportunity in the workplace. The Senior 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, 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
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
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