Commercial Lines Associate Client Representative

Position Summary  The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary 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.  Other Responsibilities, as applicable:  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  Position Specific Skills/Qualifications Work Experience  0-2 years’ experience in Commercial Property and Casualty Professional Licenses/Certifications Licensed or obtaining state Property & Casualty insurance license within a specified time frame Essential Skills/Competencies 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.  Education  HS Diploma or equivalent Benefits Package401(k)401(k) matchingDental insuranceHealth insuranceLife insurancePaid time offVision insurancePhysical Demands & Working Conditions  Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:  World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.#LI-KS1Powered by JazzHRmBPqVafPJz

Salary : $48,900 - $66,500