Senior Personal Lines Client Advocate

World Insurance Associates LLC; Anderson (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

World Insurance Associates, in Anderson, SC, seeks an Insurance Administrative Support professional to maintain client accounts, process renewals, endorsements, and proofs of insurance using EPIC.

Ideal candidates hold a HS Diploma, a Property & Casualty license, and are proficient with Excel/Word and agency management systems. Strong communication and organizational skills are essential for coordinating with clients and carriers.

Qualifications

• HS Diploma or equivalent required.
• Must hold state Property & Casualty license.
• Knowledge of Excel, Word, and other MS Office products.
• Knowledge of agency management systems and Carrier sites.
• Proactive, detail-oriented and able to meet deadlines.
• Strong written, oral, and interpersonal communication skills.

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 to produce standard communications to clients and carriers.
• Create activities in EPIC and assign to applicable team member.
• May pull items such as MVR, CLUES, Risk Meters, RCE, etc.
• Document maintenance/retrieval.

Skills

Communication skills

Detail oriented

Teamwork

Problem solving

Education

HS Diploma or equivalent

Tools

EPIC

MS Office

Agency management systems

Carrier sites

Job description

World Insurance Associates, in Anderson, SC, seeks an Insurance Administrative Support professional to maintain client accounts, process renewals, endorsements, and proofs of insurance using EPIC.

Ideal candidates hold a HS Diploma, a Property & Casualty license, and are proficient with Excel/Word and agency management systems. Strong communication and organizational skills are essential for coordinating with clients and carriers.