World Insurance Associates, LLC.
Personal Lines Senior Associate Client Representative
World Insurance Associates, LLC., Putnam, Connecticut, us, 06260
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 Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and appliescompanypolicies and producers to complete ALL Primary Activities.
May alsobe responsible forother responsibilities, as applicable.
Primary Responsibilities Setup andmaintainaccurateaccount details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments,cancellationsand 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 Maypullitems such as MVR, CLUES, Risk Meters, RCE etc.
Generate and send renewal proofs, if requested
Check endorsement against request
Document maintenance/retrieval
Position Specific Skills/Qualifications Work Experience Preferred 2+ years’experience in Personal Property and Casualty
Professional Licenses/Certifications Required: Must hold state Property & Casualty insurance license
Essential Skills/Competencies Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements 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
Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.
Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.
Education Required: 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 negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, andwalking and standingarerequiredoccasionally.
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 honored to be an equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.
#J-18808-Ljbffr
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 Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and appliescompanypolicies and producers to complete ALL Primary Activities.
May alsobe responsible forother responsibilities, as applicable.
Primary Responsibilities Setup andmaintainaccurateaccount details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments,cancellationsand 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 Maypullitems such as MVR, CLUES, Risk Meters, RCE etc.
Generate and send renewal proofs, if requested
Check endorsement against request
Document maintenance/retrieval
Position Specific Skills/Qualifications Work Experience Preferred 2+ years’experience in Personal Property and Casualty
Professional Licenses/Certifications Required: Must hold state Property & Casualty insurance license
Essential Skills/Competencies Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements 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
Able to follow a well-established and familiar set of activities and/orprocessto derive a solution.
Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member.
Education Required: 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 negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, andwalking and standingarerequiredoccasionally.
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 honored to be an equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.
#J-18808-Ljbffr