Senior Associate Client Representative

Alamo Insurance Services Inc.; Lincoln (RI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

World Insurance Associates is seeking a detail-oriented insurance support professional in Rhode Island. The role provides guidance to Client Managers and Advisors, following established workflows to handle policy data, renewals, endorsements, and proofs of insurance with accuracy.

The candidate will work with EPIC, templates, and system letters to generate client communications and invoices, while maintaining organized document storage and timely task management under supervision.

Qualifications

• Active property & casualty license or actively pursuing one.
• Proficient in MS Office applications, especially Excel and Word.
• Strong written and verbal communication; detail-oriented.

Responsibilities

• Set up 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 and invoices.
• Produce standard client communications using templates.
• Create activities and assign to team members.

Skills

MS Excel

MS Word

Communication

Time management

Education

Property & Casualty license

Tools

EPIC

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

Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgments,cancellationsand 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 teammember

Other Responsibilities, as applicable

• May pullitems such as MVR, CLUES, Risk Meters, RCE etc.
• Generate and send renewalproofs, if requested
• Check policy per policy check workflow and complete checklist
• Document maintenance/retrieval
• Other responsibilities as applicable

Work Experience

• 0-2years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

• Licensed or obtainingstateProperty & Casualty insurance licensewithin a specified time frame.
• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.
• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
• Seeksto obtain industry information, new product information, coverage, and technology to continuously improveknowledgeperformance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.
• Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery.
• Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.

Compensation

This position is located in Rhode Island. The base salary for this position at the time of this posting may range from $45,000 to $55,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

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 equalopportunity 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.