Commercial Lines Specialist: Client-Focused Support

World Insurance Associates LLC

Bridgewater (MA)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Job summary

World Insurance Associates LLC is seeking an Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will work under a lead servicer to deliver exceptional client service and help ensure retention.

The role requires 0–2 years in Commercial Property & Casualty, an active or soon-to-be Property & Casualty license, and strong MS Office skills. Proficiency with EPIC is a plus, with opportunities to grow within a dynamic brokerage.

Qualifications

HS Diploma or equivalent.
0-2 years’ experience in Commercial Property and Casualty.
Licensed or obtaining state Property & Casualty insurance license within a specified time frame.
Able to learn coverage fundamentals.
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