Commercial Lines Client Services Specialist

World Insurance Associates LLC; Village of Brewster (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

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

Primary responsibilities include maintaining accurate policy details in EPIC, generating standard communications, endorsing policies, and organizing activities while

Qualifications

• 0-2 years’ 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.
• Able to learn coverage fundamentals.
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.

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

Communication skills

Problem solving

Time management

Interpersonal communication

Education

HS diploma or equivalent

Tools

Excel

Word

Job description

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

Primary responsibilities include maintaining accurate policy details in EPIC, generating standard communications, endorsing policies, and organizing activities while