Dynamic Commercial Lines Specialist – EPIC & Client Service

World Insurance Associates LLC; Watertown (SD); On-site; USD 38,000 - 46,000; Full time

Job summary

World Insurance Associates is seeking an Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. Under the direction of a lead servicer, the role focuses on delivering excellent customer service to external and internal clients to ensure satisfaction and retention.

The position requires 0-2 years of Commercial Property and Casualty experience and may require obtaining a Property & Casualty license within a specified time frame.

Qualifications

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

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 members
• Order loss runs

Skills

Excel

MS Word

Communication skills

Time management

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates is seeking an Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. Under the direction of a lead servicer, the role focuses on delivering excellent customer service to external and internal clients to ensure satisfaction and retention.

The position requires 0-2 years of Commercial Property and Casualty experience and may require obtaining a Property & Casualty license within a specified time frame.