Commercial Lines Client Administrator

Summary

Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893.  We are now proud to now be a part of the World Insurance Associates family which provides unparalleled access to even more products and services to assist our customers’ insurance needs.  

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 215 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.
All open roles with our Foy Team can be based out of: Nashua NH, Exeter NH, or Manchester NH.

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. 

Essential Duties and 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  

Qualifications

Work Experience  

0-2 years’ experience in Commercial Property and Casualty 

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

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.  

HS Diploma or equivalent 

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.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contact World's Human Resources Talent department.
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