Commercial Lines Specialist - Client Services & Policy Support

Insurancecenterinc; Watertown (SD); On-site; USD 38,000 - 52,000; Full time

Job summary

World Insurance Associates is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. Under a lead servicer, you will deliver excellent customer service to external and internal clients to ensure satisfaction and retention.

Responsibilities include maintaining account details in EPIC, producing standard communications to clients and carriers, and coordinating activities with team members to meet deadlines while ensuring accuracy.

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.

Responsibilities

• Supports lead servicer in managing a high-volume book of business, ensuring tasks are completed accurately and on time.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Attach, organize, and name documents in EPIC.
• Produce standard communications to clients and carriers using templates and system letters.
• Endorse policy in EPIC and create activities in EPIC and assign team members.
• Order loss runs.

Skills

Customer service

Communication

Microsoft Office

Organizational skills

Detail-oriented

Education

HS Diploma or equivalent

Tools

EPIC

MS Word

MS Excel

Job description

World Insurance Associates is seeking an Associate Client Representative to support a high-volume Commercial Lines book of business. Under a lead servicer, you will deliver excellent customer service to external and internal clients to ensure satisfaction and retention.

Responsibilities include maintaining account details in EPIC, producing standard communications to clients and carriers, and coordinating activities with team members to meet deadlines while ensuring accuracy.