World Insurance
Commercial Lines Associate Account Manager
World Insurance, Kingston, New York, United States, 12401
divh2Associate Client Representative/h2pWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents./ppFounded 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./ppOur 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./ph3Position Summary/h3pThe 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./ph3Primary Responsibilities/h3ulliSupports 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./liliSet up and maintain accurate account details, contacts, and policy information in EPIC/liliAttach, organize, and name documents in EPIC/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 requests, etc./liliEndorse policy in EPIC/liliCreate activities in EPIC and assign applicable team-member./li/ulh3Other Responsibilities, as applicable:/h3ulliOrder loss runs from carriers/liliGenerate and send proofs to holder, if requested (from EPIC or CSR24)/liliCheck policy per policy check workflow and complete checklist/liliCheck endorsement against request/liliDocument maintenance/retrieval/li/ulh3Position Specific Skills/Qualifications/h3h4Work Experience/h4ulli0-2 years experience in Commercial Property and Casualty/li/ulh4Professional Licenses/Certifications/h4pLicensed or obtaining state Property
Casualty insurance license within a specified time frame/ph4Essential Skills/Competencies/h4ulliKnowledge 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/ulh4Education/h4ulliHS Diploma or equivalent/li/ulh4Physical Demands
Working Conditions/h4pOffice 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./ph4Equal Employment Opportunity/h4pAt 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. This position is located in New York State. The base salary for this position at the time of this 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./p/div
Casualty insurance license within a specified time frame/ph4Essential Skills/Competencies/h4ulliKnowledge 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/ulh4Education/h4ulliHS Diploma or equivalent/li/ulh4Physical Demands
Working Conditions/h4pOffice 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./ph4Equal Employment Opportunity/h4pAt 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. This position is located in New York State. The base salary for this position at the time of this 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./p/div