Senior Personal Lines Client Services Specialist

World Insurance Associates LLC; Winter Park (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

World Insurance Associates is seeking an insurance admin support professional to work with lead service and Client Advisors, processing renewals and maintaining policy details in EPIC. The role requires licenses, strong MS Office skills, and familiarity with agency systems to support daily operations.

You will handle documentation, communications, and routine tasks under senior supervision, contributing to accurate client records and timely processing of changes.

Qualifications

• HS Diploma or equivalent.
• Must hold state Property & Casualty insurance license.
• 2+ years’ experience in Personal Property and Casualty.
• Proficient in MS Office and agency management systems.

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.
• Document maintenance/retrieval.

Skills

Communication skills

Education

HS Diploma or equivalent

Tools

MS Office (Excel/Word)

Agency management systems

Carrier sites

Job description

World Insurance Associates is seeking an insurance admin support professional to work with lead service and Client Advisors, processing renewals and maintaining policy details in EPIC. The role requires licenses, strong MS Office skills, and familiarity with agency systems to support daily operations.

You will handle documentation, communications, and routine tasks under senior supervision, contributing to accurate client records and timely processing of changes.