Senior Associate Client Representative - Small Business

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 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 include: 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. Deliver 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 elevate 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 elevate internally. Coordinate delivery of Proofs of Insurance. Respond to client billing/payment questions. Coordinate claim escalation. Position Specific Skills/Qualifications Work Experience 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications Must hold state Property & Casualty insurance license. Essential Skills/Competencies 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. Ability to understand new technology platforms quickly. Proficiency in agency management systems (EPIC) and carrier sites. Hands‑on personal approach to customer service; maintains effective relationships with clients, co‑workers, and colleagues. Viewed as a team player, cooperative and collaborative. Understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs. Strong written, oral, and interpersonal communication skills; sets objectives within specified solutions; develops and implements work plans for completing projects. Able to solve routine problems. Develops short‑ and long‑term strategies with 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 and solves complex situations by adopting new perspectives and standard products/services. Education College degree preferred. 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 negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically required daily, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal‑opportunity workplace, 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. WIA makes reasonable accommodations to known physical or mental limitations of otherwise qualified applicants or employees with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr