Senior Associate Client Representative - Small Business

World Insurance Associates.•Winter Park, FL

About The Position

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Primary Responsibilities Primary Activities Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process Coordination of loss runs & experience modifications as applicable Draft carrier submissions Support obtaining client online portal quotes Draft client proposals Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc. Attach, organize, and name documents in EPIC Create activities in EPIC and assign to applicable team member Ensure renewals are processed accurately and key data elements are managed appropriately Delivers audits to clients upon receipt Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services): Respond to client requests for changes Process endorsement with carriers or escalate for quotation of new lines of business or complex changes Follow-up for and deliver endorsements to clients upon receipt Respond to client requests for cancellation and escalate internally Coordinates the delivery of Proofs of Insurance Responds to client billing / payment questions Coordination of claim escalation

Requirements

3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Must hold state Property & Casualty insurance license
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.
Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites
Hands on personal approach to customer service.
Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues.
Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms.
Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills.
Sets to achieve day-to-day objectives within the context of specified solutions.
Develops and implements work plans for completing projects.
Able to solve routine problems.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business.
Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems.
Uses critical thinking to identify key barriers to resolve complex situations.
Able to solve complex problems by taking a new perspective using standard product/service.

Nice To Haves

College degree is preferred.

Responsibilities

Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordination of loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt
Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services): Respond to client requests for changes
Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinates the delivery of Proofs of Insurance
Responds to client billing / payment questions
Coordination of claim escalation