Personal Lines Senior Associate Client Representative

Overview

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary

This position supports the Account Executive with responsibilities related to client management and retention.

Responsibilities

• Assist insurance producers in servicing client needs
• Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
• Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
• Handle renewals, service requests, claims, billing and new policies
• Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• Two years minimum Personal Lines account management or support experience required
• Property & Casualty License required, or agreement to obtain within 3-6 months of employment
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred.
• Able to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
• Ability to maintain a professional demeanor and positive attitude

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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