Personal Lines Senior Associate Client Representative

World Insurance Associates LLC; Winter Park (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

World Insurance Associates is seeking an insurance admin support professional to work with lead service and Client Advisors, processing renewals and maintaining policy details in EPIC. The role requires licenses, strong MS Office skills, and familiarity with agency systems to support daily operations.

You will handle documentation, communications, and routine tasks under senior supervision, contributing to accurate client records and timely processing of changes.

Qualifications

• HS Diploma or equivalent.
• Must hold state Property & Casualty insurance license.
• 2+ years’ experience in Personal Property and Casualty.
• Proficient in MS Office and agency management systems.

Responsibilities

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

Skills

Communication skills

Education

HS Diploma or equivalent

Tools

MS Office (Excel/Word)

Agency management systems

Carrier sites

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

• 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, endorsements, 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
• Document maintenance/retrieval

Work Experience

Preferred

• 2+ years’experience in Personal Property and Casualty

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license
• 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.