Commercial Lines Associate Client Representative

Position Summary  

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 position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. 

Primary Responsibilities  

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the 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 policy in EPIC  

• Create activities in EPIC and assign applicable team-member.  

Other Responsibilities, as applicable:  

• Order loss runs from carriers  

• Generate and send proofs to holder, if requested (from EPIC or CSR24)  

• Check policy per policy check workflow and complete checklist  

• Check endorsement against request  

• Document maintenance/retrieval  

Position Specific Skills/Qualifications 

Work Experience  

• 0-2 years’ experience in Commercial 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 process 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.  

Education  

• HS Diploma or equivalent 

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

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 is 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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