Client Administrator

Alamo Insurance Services Inc.; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

World Insurance Associates is seeking a Client Administrator to provide day-to-day support to a Service team, following established workflows and procedures on routine work.

The role focuses on one to two tasks such as Certificates/Proofs, Billing, Endorsements, and Loss Runs, with potential to learn EPIC processes. 0–2 years’ experience in Commercial Property and Casualty or related administrative work is preferred.

Qualifications

• HS diploma or equivalent is required.
• Experience with commercial property and casualty admin is preferred.
• Proficiency in MS Office and basic formatting.
• Strong written and verbal communication.

Responsibilities

• Handle certificates and proofs.
• Manage billing and endorsements.
• Process loss runs and attach within EPIC as necessary.
• Support senior team members to ensure timely service.

Skills

Interpersonal communication

Written communication

Education

HS Diploma or equivalent

Tools

Excel

Word

MS Office

Job description

Company Overview

World Insurance Associates (“World”) 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.

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.

Position Summary

The Client Administrator providesday-to-daysupporttoaServiceteam, focusing on one to two specific activities, by following established workflows and procedures on routine work.

Primary Responsibilities

Typically focuses onone to twospecific tasks, such as:

• Certificates/Proofs
• Billing
• Endorsements
• Loss Runs
• Process and attach within EPIC as necessary

Work Experience

• 0-2 years’ experience in Commercial Property and Casualtyor other administrative, accountingorbilling experience

Professional Licenses/Certifications

• May holdStateProperty & Casualty insurance license or obtain a license within a specifiedtime 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.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.
• Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery.
• Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.

Education

• HS Diploma or equivalent

Physical 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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, andwalking and standingarerequiredoccasionally.

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 equalopportunityworkplace. 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 knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.