Commercial Lines Associate Client Representative

Commercial Lines Associate Client Representative at World Insurance Associates

Position Overview

The Commercial Lines Associate Client Representative will play an integral role in driving our mission to deliver excellence in client management and retention.

Primary Responsibilities

• Effectively manage a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time.
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.
• Handle renewals, service requests, claims, billing and new policies.
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submission and procedures.
• Review all applications, policies, endorsements and audits for accuracy.
• Coordinate expiration list with department manager to obtain renewal business information.

Qualifications

• Bachelor’s degree or equivalent work experience, preferred.
• Three years minimum Commercial Account Management experience required.
• Property & Casualty License required.
• Valid driver’s license and insurance, required.
• Strong administrative and computing skills, including Microsoft Office (Word, Excel, Power Point).
• Applied/Epic or similar agency management software experience, preferred.
• Able to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven.
• Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance.
• Ability to multi-task, prioritize, work independently and use discretion surrounding sensitive information.
• Maintain a professional demeanor and positive attitude.

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 equal opportunity workplace. 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 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.