Personal Lines Associate Client Representative

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 Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsements, 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 pull 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 and retrieval Work Experience 0–2 years’ experience in Personal Property and Casualty Professional Licenses/Certifications Licensed or obtaining state Property & Casualty insurance license within 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 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 performance Strong written, oral, and interpersonal communication skills Able to follow a well‑established and familiar set of activities and/or processes to derive a solution Sets priorities and manages 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 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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are 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, our products, and our community to flourish. WIA is 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. #J-18808-Ljbffr