Personal Lines Associate Client Rep

World Insurance Associates LLC; City of Geneva (NY); On-site; USD 50,000 - 54,000; Full time

Job summary

World Insurance Associates in New York is seeking a junior client support specialist to assist Client Managers and Client Advisors by following established workflows and procedures. You will support policy data and documentation workflows in EPIC, helping process renewals, endorsements, and proofs of insurance while preparing client communications.

Ideal candidates have 0-2 years in Personal Property and Casualty, and must obtain a state Property & Casualty license within the required time

Qualifications

• 0-2 years’ experience in Personal Property and Casualty.
• Requires a Property & Casualty license within a specified time frame.
• Proficient with MS Office and document management.
• Strong written and interpersonal communication skills.
• Ability to follow established workflows and processes.

Responsibilities

• Set up 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.
• Generate standard communications to clients and carriers using templates.

Skills

MS Office

Communication skills

Attention to detail

Team collaboration

Education

State Property & Casualty license

Tools

EPIC

Job description

Company Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC


• Process renewals, endorsement, acknowledgments,cancellationsand 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 teammember

Description

Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC

• Process renewals, endorsement, acknowledgments,cancellationsand 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 teammember

Other Responsibilities, as applicable

• May pullitems such as MVR, CLUES, Risk Meters, RCE etc.

• Generate and send renewalproofs, if requested

• Check policy per policy check workflow and complete checklist

• Check endorsement against request

• Document maintenance/retrieval

• Other responsibilities as applicable

Work Experience

• 0-2years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

• Licensed or obtainingstateProperty & Casualty insurance licensewithin a specified time frame.

Essential Skills/Competencies

• Knowledge of Excel, Word, and other MS Office products to include basic formatting

• Able to learn coverage fundamentals.

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.

• Seeksto obtain industry information, new product information, coverage, and technology to continuously improveknowledgeperformance.

• Strong written, oral, and interpersonal communication skills.

• Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.

• Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery.

• Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.

Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $50,000-$54,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Physical Demands
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalopportunityworkplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.