World Insurance Associates LLC Benefits Overview

Manage personal lines client service and renewals, evaluate exposures and quotes, determine remarkets, recommend coverages, obtain bindings, transact billing, maintain policy data in EPIC, process endorsements/cancellations, and produce client/carrier communications.

Manage personal lines client service and renewals: evaluate exposures, obtain comparative quotes, recommend coverage, process binders/endorsements, maintain policy data in EPIC, handle billing and standard client communications, and support client portal training and documentation.

Manage personal lines client accounts: maintain policy and contact data in EPIC; process renewals, endorsements, cancellations, proofs of insurance; produce standard client and carrier communications; create activities and support senior advisors following established workflows.