Personal Lines Associate Client Representative

World Insurance Associates, LLC.•Phoenix, AZ

18d

About The Position

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.

Requirements

0-2 years’ experience in Personal 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.

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
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