Senior Associate Client Representative

World Insurance As; Rhode Island; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Competitive benefits package

Variable pay programs

Job summary

World Insurance Associates in Rhode Island is seeking an entry-level insurance support specialist to assist Client Managers and Advisors by following established workflows. You will help maintain policy details in EPIC, process renewals, endorsements, and proofs of insurance, and prepare communications for clients and carriers.

Strong attention to detail, proficiency in Excel and Word, and the ability to learn coverage fundamentals are essential.

Qualifications

• 0-2years’ experience in Personal Property and Casualty
• Licensed or obtaining stateProperty & Casualty insurance license within a specified time frame.

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
• Check policy per policy check workflow and complete checklist
• Check endorsement against request
• Document maintenance/retrieval
• Other responsibilities as applicable

Skills

Excel

Word

MS Office

Attention to detail

Communication

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

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

• Check endorsement against request

• 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.

Essential Skills/Competencies

• 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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.