Senior Personal Lines Associate Client Advocate

Alamo Insurance Services Inc.; Poquoson (VA); On-site; USD 42,000 - 64,000; Full time

Job summary

World Insurance Associates is seeking an Insurance Administrative Specialist to support lead service and Client Advisors. You will manage account details and policy data in EPIC, process renewals and endorsements, and generate client communications using templates and forms.

Proficiency with Excel, Word, MS Office, and agency management systems is required, along with a Property & Casualty license and strong communication skills.

Qualifications

• Must hold state Property & Casualty insurance license.
• Experience with MS Office products and basic formatting.
• Familiarity with agency management systems and carrier portals.
• Able to meet quality standards and deadlines.
• Strong written, oral, and interpersonal communication skills.

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 letters to produce client communications.
• Create activities in EPIC and assign to team members.

Skills

Strong communication

Education

HS Diploma or equivalent

Tools

Excel

Word

MS Office

Agency management systems

Carrier sites

Job description

World Insurance Associates is seeking an Insurance Administrative Specialist to support lead service and Client Advisors. You will manage account details and policy data in EPIC, process renewals and endorsements, and generate client communications using templates and forms.

Proficiency with Excel, Word, MS Office, and agency management systems is required, along with a Property & Casualty license and strong communication skills.