Insurance Client Services Specialist

World Insurance As; Rhode Island; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Competitive benefits package

Variable pay programs

Job summary

World Insurance Associates in Rhode Island is seeking an entry-level insurance support specialist to assist Client Managers and Advisors by following established workflows. You will help maintain policy details in EPIC, process renewals, endorsements, and proofs of insurance, and prepare communications for clients and carriers.

Strong attention to detail, proficiency in Excel and Word, and the ability to learn coverage fundamentals are essential.

Qualifications

• 0-2years’ experience in Personal Property and Casualty
• Licensed or obtaining stateProperty & Casualty insurance license within a specified time frame.

Responsibilities

• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance and invoices
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
• Create activities in EPIC and assign to applicable team member
• May pull items such as MVR, CLUES, Risk Meters, RCE etc.
• Generate and send renewal proofs, if requested
• Check policy per policy check workflow and complete checklist
• Check endorsement against request
• Document maintenance/retrieval
• Other responsibilities as applicable

Skills

Excel

Word

MS Office

Attention to detail

Communication

Tools

EPIC

Job description

World Insurance Associates in Rhode Island is seeking an entry-level insurance support specialist to assist Client Managers and Advisors by following established workflows. You will help maintain policy details in EPIC, process renewals, endorsements, and proofs of insurance, and prepare communications for clients and carriers.

Strong attention to detail, proficiency in Excel and Word, and the ability to learn coverage fundamentals are essential.