The Role
Provide administrative support to Client Managers/Advisors for personal lines P&C accounts: maintain EPIC records, process renewals/endorsements/cancellations, generate proofs and standard client/carrier communications, create EPIC activities, and manage document organization and policy checks.
Summary Generated by Built In
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
Other Responsibilities, as applicable
Work Experience
Professional Licenses/Certifications
Essential Skills/Competencies
Physical Demands
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.
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 contacting World’s Human Resources Talent Department.
#LI-MF1
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
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 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.
Physical Demands
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.
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 contacting World’s Human Resources Talent Department.
#LI-MF1
Skills Required
- 0-2 years experience in Personal Property and Casualty
- Licensed or obtaining state Property & Casualty insurance license within specified timeframe
- Proficiency with Microsoft Excel, Word, and other MS Office products
- Familiarity with EPIC agency management system and document management
- Ability to learn coverage fundamentals and insurance processes
- Strong written, oral, and interpersonal communication skills
- Ability to follow established workflows, set priorities, and manage workflow under senior direction
World Insurance Associates LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about World Insurance Associates LLC and has not been reviewed or approved by World Insurance Associates LLC.
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Healthcare Strength — Health coverage is often described as very good, with comprehensive medical, dental, and vision options plus add-ons. Feedback suggests plan breadth and options like HSA/FSA and EAP make the package feel robust.
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Retirement Support — A 401(k) with company match is included, and some roles specify immediate vesting. Feedback suggests the match is seen as competitive to average depending on team and role.
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Leave & Time Off Breadth — PTO is characterized as generous alongside standard paid time off. Feedback suggests time-off offerings are a relative plus even when workloads are demanding.
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The Company
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
