World Insurance
Personal Lines Associate Client Representative
World Insurance, Wakefield, Massachusetts, United States, 01880
divh2Job Title/h2pReceives 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./ph3Primary Responsibilities/h3ulliSetup and maintain accurate account details, contacts, and policy information in EPIC/liliProcess renewals, endorsement, acknowledgments, cancellations and proofs of insurance/liliAttach, organize, and name documents in EPIC/liliInitiate endorsements, proofs of insurance and invoices/liliLeverage 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./liliCreate activities in EPIC and assign to applicable team member/li/ulh3Other Responsibilities, as applicable/h3ulliMay pull items such as MVR, CLUES, Risk Meters, RCE etc./liliGenerate and send renewal proofs, if requested/liliCheck policy per policy check workflow and complete checklist/liliCheck endorsement against request/liliDocument maintenance/retrieval/liliOther responsibilities as applicable/li/ulh3Position Specific Skills/Qualifications/h3pstrongWork Experience/strong/pulli0-2 years experience in Personal Property and Casualty/li/ulpstrongProfessional Licenses/Certifications/strong/pulliLicensed or obtaining state Property
Casualty insurance license within a specified time frame./li/ulpstrongEssential Skills/Competencies/strong/pulliKnowledge of Excel, Word, and other MS Office products to include basic formatting/liliAble to learn coverage fundamentals./liliDedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems./liliSeeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance./liliStrong written, oral, and interpersonal communication skills./liliAble to follow a well-established and familiar set of activities and/or process to derive a solution./liliSets priorities and manages workflow to ensure effective, timely, and efficient service delivery./liliWorks to achieve stated objectives and delivers results at the close direction of a senior team member./li/ulh3Physical Demands
Working Conditions/h3pOffice 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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally./ph3Equal Employment Opportunity/h3pAt 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 equal opportunity workplace. 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. #LI-KS1/p/div
Casualty insurance license within a specified time frame./li/ulpstrongEssential Skills/Competencies/strong/pulliKnowledge of Excel, Word, and other MS Office products to include basic formatting/liliAble to learn coverage fundamentals./liliDedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems./liliSeeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance./liliStrong written, oral, and interpersonal communication skills./liliAble to follow a well-established and familiar set of activities and/or process to derive a solution./liliSets priorities and manages workflow to ensure effective, timely, and efficient service delivery./liliWorks to achieve stated objectives and delivers results at the close direction of a senior team member./li/ulh3Physical Demands
Working Conditions/h3pOffice 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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally./ph3Equal Employment Opportunity/h3pAt 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 equal opportunity workplace. 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. #LI-KS1/p/div