Personal Lines Senior Associate Client Representative

Insurancecenterinc; Winter Park (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

World Insurance Associates is seeking a detail‑oriented support professional to assist lead service and Client Advisors. The role is based in Winter Park, FL, and requires following established workflows to manage routine tasks within a busy insurance environment.

Preferred candidates have 2+ years in Personal Property and Casualty, plus a valid P&C license. Proficiency in MS Office and agency systems like EPIC will help you succeed in this position.

Qualifications

• HS Diploma or equivalent.
• Must hold state Property & Casualty insurance license.
• 2+ years’ experience in Personal Property and Casualty.

Responsibilities

• Setup and maintain 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.
• Create activities in EPIC and assign to applicable team member.
• May pull items such as MVR, CLUES, Risk Meters, RCE etc.

Skills

MS Office

Agency systems

Communication skills

Education

HS Diploma or equivalent

Tools

EPIC

Job description

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

• Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.
• May also be responsible for other responsibilities, as applicable.

Primary Responsibilities

• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgments, 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 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 team member

Other Responsibilities, as applicable

• May pull items such as MVR, CLUES, Risk Meters, RCE etc.
• Generate and send renewal proofs, if requested
• Check endorsement against request
• Document maintenance/retrieval

Work Experience

Preferred

• 2+ years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Knowledge of agency management systems and Carrier sites.
• Possesses a basic understanding of property and casualty coverage.
• Dedicated to meeting the expectations and requirements of co‑workers and clients. Able to quickly find common ground and solve problems.
• Able to meet quality standards and achieve urgent tasks.
• 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.
• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education

• HS Diploma or equivalent

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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

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 equal opportunity workplace. 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.

#LI-MF1

#LI-HYBRID