Commercial Lines Associate Client Representative - Iselin, NJ

Commercial Lines Associate Client Representative - Summit, NJ

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth creates opportunities throughout the region for top talent.

The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this role consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.

• Support the lead servicer in effectively managing a high-volume book of business, ensuring all required tasks are completed accurately and on time to meet client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Attach, organize, and name documents in EPIC.
• 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 requests, etc.
• Endorse policies in EPIC.
• Create activities in EPIC and assign applicable team members. Other responsibilities as applicable:
• Order loss runs from carriers.
• Generate and send proofs to holder, if requested (from EPIC or CSR
  24).
• Check policy per policy check workflow and complete the checklist.
• Check endorsement against request.
• Document maintenance and retrieval.

• 0-2 years of experience in Commercial Property and Casualty.
• Licensed or within a specified time frame to obtain state Property & Casualty license.
• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Able to learn coverage fundamentals.
• Strong written, oral, and interpersonal communication skills.
• Ability to follow a well-established process to derive a solution and to manage priorities and workflow.
• HS Diploma or equivalent.

This is a remote position with a competitive benefits package. The base salary ranges from $57,000 to $62,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs.

At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace and provide equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. We make 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.