Personal Lines Associate Client Representative

Company Overviewu00a0 World Insurance Associates (u201cWorldu201d) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.u00a0u00a0 Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.u00a0 Position Summaryu00a0u00a0 Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.u00a0u00a0 u00a0u00a0 Primary Responsibilitiesu00a0 + Setupu00a0andu00a0maintainu00a0accurateu00a0account details, contacts, and policy information in EPICu00a0u00a0 + Process renewals, endorsement, acknowledgments,u00a0cancellationsu00a0and proofs of insuranceu00a0u00a0 + Attach, organize, and name documents in EPICu00a0u00a0 + Initiate endorsements, proofs of insurance and invoicesu00a0u00a0 + 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 request, etc.u00a0u00a0 + Create activities in EPIC and assign to applicable teamu00a0memberu00a0u00a0 Other Responsibilities, as applicableu00a0u00a0 + May pullu00a0items such as MVR, CLUES, Risk Meters, RCE etc.u00a0u00a0 + Generate and send renewalu00a0proofs, if requestedu00a0u00a0 + Check policy per policy check workflow and complete checklistu00a0u00a0 + Check endorsement against requestu00a0u00a0 + Document maintenance/retrievalu00a0u00a0 + Other responsibilities as applicableu00a0 Position Specific Skills/Qualificationsu00a0 Work Experienceu00a0u00a0 + 0-2u00a0yearsu2019 experience in Personal Property and Casualtyu00a0 Professional Licenses/Certificationsu00a0 + Licensed or obtainingu00a0stateu00a0Property & Casualty insurance licenseu00a0within a specified time frame.u00a0u00a0u00a0 Essential Skills/Competenciesu00a0 + Knowledge of Excel, Word, and other MS Office products to include basic formattingu00a0 + Able to learn coverage fundamentals.u00a0 + Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.u00a0u00a0 + Seeksu00a0to obtain industry information, new product information, coverage, and technology to continuously improveu00a0knowledgeu00a0performance.u00a0u00a0 + Strong written, oral, and interpersonal communication skills.u00a0 + Able to follow a well-established and familiar set of activities and/oru00a0processu00a0to derive a solution.u00a0u00a0 + Sets priorities and manages workflow to ensure effective,u00a0timely, and efficient service delivery.u00a0 + Works to achieve statedu00a0objectivesu00a0andu00a0deliversu00a0resultsu00a0atu00a0the close direction of a senior team member.u00a0u00a0 Physical Demands & Working Conditionsu00a0u00a0 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 forceu00a0frequentlyu00a0to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isu00a0requiredu00a0every day, and walking and standing areu00a0requiredu00a0occasionally.u00a0 Equal Employment Opportunityu00a0 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 equalu00a0opportunityu00a0workplace. 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 accommodationsu00a0to knownu00a0physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationu00a0would imposeu00a0an undue hardship on the operation of our business.u00a0 #LI-MF1 u00a0 Powered by JazzHR

Created: 2026-01-26