Personal Lines Insurance Support Specialist

World Insurance Associates LLC; City of Geneva (NY); Vor Ort; USD 50.000 - 54.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

MS Office

Communication skills

Attention to detail

Team collaboration

Ausbildung

State Property & Casualty license

Tools

EPIC

Jobbeschreibung

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