World Insurance Associates, LLC.
Personal Lines Senior Associate Client Representative - NJ/NY Metro
World Insurance Associates, LLC., Woodbridge, New Jersey, United States
Summary
World Insurance Associates 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 Senior Associate Client Representative works independently to support Lead Service and/or Client Advisors by following established workflows and procedures on routine work. The role has a substantial understanding of the job and applies company policies and procedures to complete all Primary Activities.
Essential Duties and 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 requests, etc.
Create activities in EPIC and assign to applicable team members.
Other Responsibilities, as applicable
May pull items such as MVR, CLUES, Risk Meters, RCE, etc.
Generate and send renewal proofs if requested.
Check endorsement against request.
Document maintenance and retrieval.
Qualifications
2+ years’ experience in Personal Property and Casualty.
Must hold a state Property & Casualty insurance license.
Knowledge of Excel, Word, and other MS Office products, including basic formatting.
Knowledge of agency management systems and carrier sites.
Basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of coworkers 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 set of activities and procedures to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
High school diploma or equivalent.
Compensation This position is located in New Jersey. The base salary may range from $59,000 to $64,000. Individual compensation varies based on job‑related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs. Please visit https://www.worldinsurance.com/careers for more details.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. 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.
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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 Senior Associate Client Representative works independently to support Lead Service and/or Client Advisors by following established workflows and procedures on routine work. The role has a substantial understanding of the job and applies company policies and procedures to complete all Primary Activities.
Essential Duties and 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 requests, etc.
Create activities in EPIC and assign to applicable team members.
Other Responsibilities, as applicable
May pull items such as MVR, CLUES, Risk Meters, RCE, etc.
Generate and send renewal proofs if requested.
Check endorsement against request.
Document maintenance and retrieval.
Qualifications
2+ years’ experience in Personal Property and Casualty.
Must hold a state Property & Casualty insurance license.
Knowledge of Excel, Word, and other MS Office products, including basic formatting.
Knowledge of agency management systems and carrier sites.
Basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of coworkers 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 set of activities and procedures to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
High school diploma or equivalent.
Compensation This position is located in New Jersey. The base salary may range from $59,000 to $64,000. Individual compensation varies based on job‑related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs. Please visit https://www.worldinsurance.com/careers for more details.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. 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.
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