Commercial Lines Client Advocate

World Insurance As; Woodbridge Township (NJ); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

World Insurance Associates is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. Under the direction of a lead servicer, you will provide excellent customer service to external and internal clients to ensure satisfaction and retention.

You will set up account details, attach and organize documents in EPIC, and use templates to generate standard letters and forms for clients and carriers.

Qualifications

• 0-2 years of experience in Commercial Property and Casualty
• Licensed or obtaining state Property & Casualty insurance license within a specified time frame
• Strong written, oral, and interpersonal communication skills

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, proposal letters, change requests, proofs of insurance etc.
• Endorse policy in EPIC
• Create activities in EPIC and assign applicable team member
• Order loss runs

Skills

Customer service

Communication

Time management

Attention to detail

Education

HS Diploma

Tools

MS Office (Excel)

Excel

Word

Job description

World Insurance Associates is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. Under the direction of a lead servicer, you will provide excellent customer service to external and internal clients to ensure satisfaction and retention.

You will set up account details, attach and organize documents in EPIC, and use templates to generate standard letters and forms for clients and carriers.