Commercial Lines Associate Client Representative

World Insurance Associates, LLC. • Needham, MA

4d

About The Position

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.

Requirements

• 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

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.
• 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

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees