Commercial Lines Senior Associate Client Representative

World Insurance Associates, LLC. • Worcester, MA

2d

About The Position

The Senior 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

• 2+ years’ experience in Commercial Property and Casualty
• Must hold state Property & Casualty insurance license
• Knowledge of Excel, Word, and other MS Office products to include basic formatting.
• Has knowledge of agency management systems (EPIC) and carrier sites.
• Possesses a basic understanding of property and casualty coverage.
• Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment.
• Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.
• 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.
• 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, proposal letters, change requests, proofs of insurance etc.
• Endorse policy in EPIC and billing
• Create activities in EPIC and assign to applicable team member.
• Order loss runs

What This Job Offers

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