World Insurance Associates, LLC.-posted 3 months ago
Full-time • Entry Level
Needham, MA
1,001-5,000 employees

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.

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