Personal Lines Associate Client Representative
World Insurance Associates, LLC., Overland Park, Kansas, United States, 66213
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
Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below. Primary Responsibilities
Setupandmaintainaccurateaccount 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 teammember Other Responsibilities, as applicable May pullitems such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewalproofs, if requested Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Other responsibilities as applicable Position Specific Skills/Qualifications
Work Experience 0-2years’ experience in Personal Property and Casualty Professional Licenses/Certifications Licensed or obtainingstateProperty & Casualty insurance licensewithin 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. Seeksto obtain industry information, new product information, coverage, and technology to continuously improveknowledgeperformance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and/orprocessto derive a solution. Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery. Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member. 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, and walking and standing arerequiredoccasionally. 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.
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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
Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below. Primary Responsibilities
Setupandmaintainaccurateaccount 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 teammember Other Responsibilities, as applicable May pullitems such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewalproofs, if requested Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Other responsibilities as applicable Position Specific Skills/Qualifications
Work Experience 0-2years’ experience in Personal Property and Casualty Professional Licenses/Certifications Licensed or obtainingstateProperty & Casualty insurance licensewithin 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. Seeksto obtain industry information, new product information, coverage, and technology to continuously improveknowledgeperformance. Strong written, oral, and interpersonal communication skills. Able to follow a well-established and familiar set of activities and/orprocessto derive a solution. Sets priorities and manages workflow to ensure effective,timely, and efficient service delivery. Works to achieve statedobjectivesanddeliversresultsatthe close direction of a senior team member. 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, and walking and standing arerequiredoccasionally. 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.
#LI-MF1
#J-18808-Ljbffr