Commercial Lines Associate, Client Services & Policy Admin

World Insurance Associates LLC; Anderson (SC); On-site; USD 35,000 - 55,000; Full time

Job summary

World Insurance Associates seeks an Associate Client Representative to support a high-volume Commercial Lines book. You will work under a lead servicer to ensure timely, accurate service for clients and carriers using EPIC for policy details and communications.

The role requires 0-2 years in Commercial Property and Casualty, along with an active or pending Property & Casualty license. Strong Excel/Word skills and solid communication are essential.

Qualifications

• 0-2 years experience in Commercial Property and Casualty.
• Licensed or obtaining state Property & Casualty insurance license within a specified time frame.
• Proficiency in MS Excel and Word.
• Able to learn coverage fundamentals.
• Strong written, oral, and interpersonal communication skills.

Responsibilities

• Supports lead servicer in managing a high-volume Commercial Lines book.
• 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 team members.
• Order loss runs.

Skills

Written communication

Oral communication

Interpersonal skills

Customer service

Coverage fundamentals

Education

HS Diploma or equivalent

Tools

Excel

Word

Job description

World Insurance Associates seeks an Associate Client Representative to support a high-volume Commercial Lines book. You will work under a lead servicer to ensure timely, accurate service for clients and carriers using EPIC for policy details and communications.

The role requires 0-2 years in Commercial Property and Casualty, along with an active or pending Property & Casualty license. Strong Excel/Word skills and solid communication are essential.