Commercial Lines Senior Associate Client Representative

Insurancecenterinc; Bridgewater (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking a results-driven professional for a Commercial Property & Casualty Account Manager role in Massachusetts. The candidate will manage client accounts, prepare carrier submissions, and coordinate renewals with a focus on accuracy and strong client communication.

The role requires 3+ years of P&C experience, a state P&C license, and proficiency in Excel/MS Office. Familiarity with EPIC and other carrier portals is highly valued.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty.
• College degree preferred.
• Must hold state Property & Casualty insurance license.
• Proficient in Excel, Word, and MS Office.
• Experience with agency management systems (EPIC) and carrier sites.

Responsibilities

• Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process.
• Coordinate loss runs and experience modifications as applicable.
• Draft carrier submissions.
• Support obtaining client online portal quotes.
• Draft client proposals.
• Produce standard communications to clients and carriers using templates and forms.
• Attach and organize documents in EPIC and create activities for teammates.
• Ensure renewals are processed accurately and key data elements are managed.

Skills

Excel

Word

MS Office

Customer service

Communication

Education

College degree

Property & Casualty license

Tools

EPIC

Job description

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.

Primary Responsibilities

Primary Activities

• Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
• Coordination of loss runs & experience modifications as applicable
• Draft carrier submissions
• Support obtaining client online portal quotes
• Draft client proposals
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
• Attach, organize, and name documents in EPIC
• Create activities in EPIC and assign to applicable team member
• Ensure renewals are processed accurately and key data elements are managed appropriately
• Delivers audits to clients upon receipt

Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services):

• Respond to client requests for changes
• Process endorsement with carriers or elevate for quotation of new lines of business or complex changes
• Follow-up for and deliver endorsements to clients upon receipt
• Respond to client requests for cancellation and elevate internally
• Coordinates the delivery of Proofs of Insurance
• Responds to client billing / payment questions
• Coordination of claim escalation

Position Specific Skills/Qualifications

Work Experience

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems (EPIC) and carrier sites
• Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
• Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
• Able to solve routine problems.
• Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
• Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

• College degree is preferred.

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.