Personal Lines Senior Associate - Client Services Expert

World Insurance Associates LLC; Lakeland (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

World Insurance Associates LLC is seeking an Insurance Administrative Assistant to support lead service and Client Advisors. You will manage policy details, renewals, and correspondence in EPIC, organize documents, and initiate endorsements and invoices.

The role requires a Property & Casualty license, HS diploma, and proficient MS Office skills. Candidates should have 2+ years of Personal Property and Casualty experience, familiarity with agency management systems, and strong communication

Qualifications

• 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.

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 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

Interpersonal communication

Education

HS Diploma or equivalent

Tools

Excel

Word

Agency management systems

Job description

World Insurance Associates LLC is seeking an Insurance Administrative Assistant to support lead service and Client Advisors. You will manage policy details, renewals, and correspondence in EPIC, organize documents, and initiate endorsements and invoices.

The role requires a Property & Casualty license, HS diploma, and proficient MS Office skills. Candidates should have 2+ years of Personal Property and Casualty experience, familiarity with agency management systems, and strong communication