Personal Lines Associate Client Representative

Company Overview

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long‑term financial goals.

Founded in 2011, World is one of the fastest‑growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities

• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsement, 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

Other Responsibilities, as applicable

• May pull items such as MVR, CLUES, Risk Meters, RCE, etc.
• Generate and send renewal proofs, if requested
• Check policy per policy check workflow and complete checklist
• Check endorsement against request
• Document maintenance/retrieval
• Other responsibilities as applicable

Position Specific Skills/Qualifications Work Experience

0-2 years’ experience in Personal Property and Casualty

Professional Licenses/Certifications

• Licensed or obtaining state Property & Casualty insurance license within a specified time frame.

Essential Skills/Competencies

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.
• Dedicated to meeting the expectations and requirements of co‑workers and clients. Able to quickly find common ground and solve problems.
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well‑established and familiar set of activities and/or processes to derive a solution.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand‑up/sit‑down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically required every day, and walking and standing are required occasionally.

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.

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