Commercial Lines Associate Account Manager
World Insurance Associates LLC, Kingston, New York, United States
Overview
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
Set up and maintain accurate account details, contacts, and policy information in EPIC
Attach, organize, and name documents in EPIC
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.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.
Other Responsibilities, As Applicable
Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document maintenance/retrieval
Position Specific Skills / Qualifications Work Experience
0-2 years’ experience in Commercial 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 the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems
Seeks 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 process 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
Education
HS Diploma or equivalent
Physical Demands & Working Conditions Office work involves working at a desk most of the time, with a sit-stand desk. Exerting up to 10 pounds of force occasionally or frequently to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are required daily; walking and standing occasionally.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace and provide equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide 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.
Compensation & Location This position is located in New York State. The base salary for this position at the time of posting may range from $59,000–$60,000. 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. For more details, please visit https://www.worldinsurance.com/careers.
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World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.
Responsibilities
Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
Set up and maintain accurate account details, contacts, and policy information in EPIC
Attach, organize, and name documents in EPIC
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.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.
Other Responsibilities, As Applicable
Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document maintenance/retrieval
Position Specific Skills / Qualifications Work Experience
0-2 years’ experience in Commercial 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 the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems
Seeks 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 process 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
Education
HS Diploma or equivalent
Physical Demands & Working Conditions Office work involves working at a desk most of the time, with a sit-stand desk. Exerting up to 10 pounds of force occasionally or frequently to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are required daily; walking and standing occasionally.
Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal opportunity workplace and provide equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide 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.
Compensation & Location This position is located in New York State. The base salary for this position at the time of posting may range from $59,000–$60,000. 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. For more details, please visit https://www.worldinsurance.com/careers.
#J-18808-Ljbffr