Personal Lines Associate Client Representative

Company Overview  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.  Position Summary   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.   Primary 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   Other Responsibilities, as applicable   May pulling 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   Work Experience   Preferred  2+ years’ experience in Personal Property and Casualty   Professional Licenses / Certifications  Required :

• Must hold state Property & Casualty insurance license   Essential Skills / Competencies  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.   Education Required :