Personal Lines Associate Client Representative

Description 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 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. Primary Responsibilities Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments,cancellationsand 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 teammember Other Responsibilities, as applicable May pullitems such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewalproofs, if requested Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Other responsibilities as applicable Work Experience 0-2years’ experience in Personal Property and Casualty Professional Licenses/Certifications Licensed or obtainingstateProperty & Casualty insurance licensewithin a specified time frame. Essential Skills/Competencies 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. Seeksto obtain industry information, new product information, coverage, and technology to continuously improveknowledgeperformance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and/orprocessto derive a solution. Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery. Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member. Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalopportunityworkplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #J-18808-Ljbffr World Insurance As