Commercial 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 The Associate Client Representative supports the daily management of a high‑volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities Support lead servicer in effectively managing a high‑volume book of business, ensuring all required tasks are completed accurately and on time to meet client needs. Set up and maintain accurate account details, contacts, and policy information in EPIC. Attach, organize, and name documents in EPIC. Leverage templates and system‑generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance, etc. Endorse policy in EPIC. Create activities in EPIC and assign applicable team member. Order loss runs. Work Experience 0–2 years’ experience in Commercial Property and Casualty. Professional Licenses / Certifications Licensed or obtaining a state Property & Casualty insurance license within a specified time frame. Essential Skills / Competencies Knowledge of Excel, Word, and other MS Office products, including basic formatting. Ability 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. Seek to obtain industry information, new product information, coverage, and technology to continuously improve knowledge and performance. Strong written, oral, and interpersonal communication skills. Ability to follow a well‑established and familiar set of activities and/or processes to derive a solution. Set priorities and manage 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. Education HS Diploma or equivalent. Physical Demands & Working Conditions 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 frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically required every day, and walking and standing required occasionally. 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, products, and community to flourish. WIA is honored to be an equal‑opportunity workplace. 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 accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an 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.

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#J-18808-Ljbffr World Insurance Associates, LLC.