Commercial Lines Senior Associate Client Representative

World Insurance As; Exeter (NH); On-site; USD 52,000 - 75,000; Full time

Job summary

World Insurance Associates is seeking a Senior Associate Client Representative to support a high-volume Commercial Lines book. You will work under a lead servicer to provide excellent customer service to external and internal clients, ensuring satisfaction and retention.

You will maintain account details in EPIC, generate standard communications, and assist with endorsements, activities, and loss runs, contributing to efficient service delivery.

Qualifications

• HS Diploma or equivalent is required.
• State Property & Casualty insurance license is required.
• 0-2 years’ experience in Commercial Property and Casualty preferred.

Responsibilities

• Supports lead servicer in managing a high-volume Commercial Lines 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 client communications.
• Endorse policy in EPIC; create activities and assign team members.
• Order loss runs.

Skills

MS Office (Excel, Word)

EPIC system

Excellent communication

Customer service

Attention to detail

Education

HS Diploma or equivalent

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.

Position Summary

The Senior 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 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

Work Experience

• 0-2 years’ experience in Commercial Property and Casualty

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• 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.
• Seek to 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 involve 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.

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