Personal Lines Associate Client Representative

World Insurance As; Bridgewater (MA); On-site; USD 45,000 - 60,000; Full time

Job summary

World Insurance Associates is seeking a detail‑oriented team member to support Client Managers and Client Advisors by following established workflows in EPIC and handling routine tasks. Responsibilities include processing renewals, endorsements, cancellations and proofs of insurance; attaching documents in EPIC; initiating endorsements and client communications; and creating activities for the team.

The position requires 0–2 years in Personal Property and Casualty and a Property & Casualty

Qualifications

• 0–2 years’ experience in Personal Property and Casualty.
• Licensed or obtaining state Property & Casualty license within a specified time frame.
• Knowledge of EPIC and MS Office products (Excel/Word) to support workflows.

Responsibilities

• Setup and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, cancellations and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• Initiate endorsements, proofs of insurance and invoices.
• Leverage templates and system letters to produce standard client communications (BOR, pre-renewal letters, proposals, change requests).
• Create activities in EPIC and assign to team members.

Skills

MS Office

Communication skills

Attention to detail

Problem solving

Education

Property & Casualty license

Tools

EPIC

Job description

Description

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 renewal proofs, 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 technologicalto continuously improveknowledgeperformance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/or processes to 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 Massachusetts. The base salary for this position at the time of this posting may range from $45,000 to $60,000. 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 accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an 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.