Personal Lines Client Services Specialist

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

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