Commercial Lines Specialist: Client Service Lead

Insurancecenterinc; Bridgewater (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

World Insurance Associates in Bridgewater, MA is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. You will deliver excellent service under guidance from a lead servicer, ensuring client satisfaction and retention.

The role focuses on data accuracy in EPIC, handling documents, and producing standard communications to clients and carriers, with a path to licensing in Property & Casualty.

Qualifications

• 0-2 years’ experience in Commercial Property and Casualty.
• HS Diploma or equivalent.
• Licensed or obtaining state Property & Casualty insurance license within a specified time frame.
• Knowledge of Excel, Word, and MS Office products.

Responsibilities

• Assist lead servicer in managing a high-volume book of business to meet client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Attach, organize, and name documents in EPIC; use templates and system letters to produce communications to clients and carriers.
• Endorse policy in EPIC.
• Create activities in EPIC and assign team members.
• Order loss runs.

Skills

Excel

MS Office

Word

Communication

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates in Bridgewater, MA is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. You will deliver excellent service under guidance from a lead servicer, ensuring client satisfaction and retention.

The role focuses on data accuracy in EPIC, handling documents, and producing standard communications to clients and carriers, with a path to licensing in Property & Casualty.