Personal Lines Associate Client Representative

World Insurance Associates LLC; West Yarmouth (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

World Insurance Associates LLC in Massachusetts is seeking an experienced renewal specialist to manage client renewals and provide quality service. You will evaluate exposures, review upcoming renewals, and coordinate coverage changes with carriers.

The role requires a Property & Casualty license, strong communication, and MS Office skills. Involves processing renewals, endorsements, and documentation within EPIC while maintaining client relationships.

Qualifications

• Must hold a state Property & Casualty license.
• Strong written, oral, and interpersonal communication skills.
• Proficiency in MS Office, especially Excel and Word.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review upcoming renewals and remarket as needed.
• Make coverage recommendations and transact agency billing.
• Process renewals, endorsements, cancellations and proofs of insurance.
• Maintain accurate account details in EPIC and manage documents.

Skills

Client communication

Detail orientation

Team player

MS Office proficiency

Education

HS Diploma or equivalent

Tools

Excel

Word

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

• With some guidance and/or direction,leadsclient service including ALL primary activities listed below.
• May deliver renewal messaging to some clients.
• Majorityof time spent on standard process steps.
  • Often auto-renewals.

Primary Responsibilities

Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote
• Review upcoming renewals anddeterminewhich accountswarrantremarket
• Make coverage recommendations,
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviewsbinding documents for accuracy

Other Responsibilities, as applicable

• 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, changerequest, etc.
• Create activities in EPIC and assign to applicable teammember
• Maybe responsible forpulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience

• 3+ years’ experience in Personal Property and Casualty witha comprehensiveunderstandingof insurancecoverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license
• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas andworkingwithin templates. Must be skilled in Excel, Word, and other MS Office products.
• Maintains effective relationshipswithclient, co-workers, and colleagues.Viewedas a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvementsin placements and services.
• Has an understanding ofguaranteed cost program design and coverage forms.Able to provide consultationofcoverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work,understandsthe urgency in various tasks, and consistentlymeetstimelines.
• Proficient in self-serve portals and manages client training andutilization.
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Abilityto work in afast pacedenvironment with some instruction and a high degree of accuracy and attention to detail.

Education

• HS Diploma or equivalent

Compensation

This position is located in Massachusetts.The base salary for this position at the time of this posting may range from $40,000 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 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.