Personal Lines Senior Associate Client Representative

World Insurance Associates, LLC.•Putnam, CT

About The Position

Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities. May also be responsible for other responsibilities, as applicable.

Requirements

Must hold state Property & Casualty insurance license
Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
Able to 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

Nice To Haves

2+ years’ experience in Personal Property and Casualty

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 endorsement against request
Document maintenance/retrieval