Commercial Lines Associate Client Representative

Alamo Insurance Services Inc.; Virginia Beach (VA); On-site; USD 42,000 - 56,000; Full time

Job summary

World Insurance Associates is seeking an Associate Client Representative to support a high-volume Commercial Lines book under guidance of a lead servicer. You will deliver excellent client service, set up and maintain policy details in EPIC, and help produce communications to clients and carriers.

The role requires 0-2 years of Commercial Property and Casualty experience, a HS diploma or equivalent, and knowledge of Excel, Word, and MS Office.

Qualifications

• 0-2 years of Commercial Property and Casualty experience.
• Licensed or obtaining state Property & Casualty license within a specified time frame.
• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Able to learn coverage fundamentals.
• Strong written, oral, and interpersonal communication skills.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.

Responsibilities

• Supports lead servicer in managing a high-volume book of business.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Attach, organize, and name documents in EPIC.
• Produce standard communications to clients and carriers using templates and forms.
• Endorse policy in EPIC.
• Create activities in EPIC and assign to team members.
• Order loss runs.

Skills

Strong communication skills

MS Office proficiency

Customer service mindset

Prioritization

Education

HS Diploma or equivalent

Tools

MS Office (Excel/Word)

EPIC system

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 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 leadservicerin effectively managing a high-volume book of business ensuring all required tasks are completed accurately andon-timeto meet theclientneeds.
• Set up andmaintainaccurateaccount 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 insuranceetc.
• Endorse policy in EPIC
• Create activities in EPIC and assign applicableteam-member.
• Order loss runs

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
• 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.
• Seeksto 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 processes 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

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 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.