Personal Lines Insurance Specialist

World Insurance Associates LLC; Fargo (ND); On-site; USD 40,000 - 60,000; Full time

Job summary

World Insurance Associates LLC in Fargo, ND, is seeking a detail-oriented Insurance Support Associate to assist Client Managers by following established workflows. You will work with EPIC to manage account details, renewals, endorsements, and client communications.

Ideal candidates have 0-2 years in Personal Property and Casualty, a willingness to learn coverage fundamentals, and strong MS Office skills. A Property & Casualty license or plan to obtain it within a specified time frame is expected.

Qualifications

• 0-2 years’ experience in Personal Property and Casualty.
• Able to learn coverage fundamentals.
• Strong written, oral, and interpersonal communication skills.
• Follow established activities and processes to derive solutions.

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 generated letters to produce standard client communications.
• Create activities in EPIC and assign to team members.
• May pull items such as MVR, CLUES, Risk Meters, RCE, etc.
• Generate and send renewal proofs, if requested.
• Check policy against workflow and complete checklist.
• Document maintenance/retrieval; other duties as applicable.

Skills

MS Office

Communication skills

Coverage fundamentals

Priority/workflow management

Education

Property & Casualty license

Tools

EPIC

Job description

World Insurance Associates LLC in Fargo, ND, is seeking a detail-oriented Insurance Support Associate to assist Client Managers by following established workflows. You will work with EPIC to manage account details, renewals, endorsements, and client communications.

Ideal candidates have 0-2 years in Personal Property and Casualty, a willingness to learn coverage fundamentals, and strong MS Office skills. A Property & Casualty license or plan to obtain it within a specified time frame is expected.