World Insurance Associates
Personal Lines Senior Associate Client Representative - Farmingville, NY/Woodbur
World Insurance Associates, Farmingville, New York, United States, 11738
Personal Lines Senior Associate Client Representative – Farmingville, NY / Woodbury, NY
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 provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work. This role requires a substantial understanding of the job and the application of 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 request, 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.
Maintain and retrieve documents.
Qualifications
2+ years’ experience in Personal Property and Casualty.
Must hold 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 needs of co‑workers 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.
Works to achieve stated objectives and delivers results under direction of a senior team member.
High school diploma or equivalent.
Compensation This position is located in New York. The base salary may range from $55,000 to $65,000, with additional variable pay and benefits. For more details, visit
World Insurance Careers .
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace, committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. WIA makes reasonable accommodations for known physical or mental limitations of otherwise qualified applicants or employees, unless such accommodation would impose an undue hardship on the operation of our business.
Seniority level
Entry level
Employment type
Full‑time
Job function
Business Development and Sales
Industries
Insurance
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Position Summary The Senior Associate Client Representative works independently to provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work. This role requires a substantial understanding of the job and the application of 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 request, 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.
Maintain and retrieve documents.
Qualifications
2+ years’ experience in Personal Property and Casualty.
Must hold 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 needs of co‑workers 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.
Works to achieve stated objectives and delivers results under direction of a senior team member.
High school diploma or equivalent.
Compensation This position is located in New York. The base salary may range from $55,000 to $65,000, with additional variable pay and benefits. For more details, visit
World Insurance Careers .
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace, committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. WIA makes reasonable accommodations for known physical or mental limitations of otherwise qualified applicants or employees, unless such accommodation would impose an undue hardship on the operation of our business.
Seniority level
Entry level
Employment type
Full‑time
Job function
Business Development and Sales
Industries
Insurance
#J-18808-Ljbffr