World Insurance
Commercial Lines Associate Client Representative
World Insurance, Green Bay, Wisconsin, United States, 54301
divh2Associate Client Representative/h2pThe 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./ppstrongPrimary Responsibilities/strong/pulliSupports 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, proposal letters, change requests, proofs of insurance etc./liliEndorse policy in EPIC/liliCreate activities in EPIC and assign applicable team-member./liliOrder loss runs/li/ulpstrongPosition Specific Skills/Qualifications/strong/ppstrongWork Experience/strong/pulli0-2 years experience in Commercial 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/ulpstrongEducation/strong/pulliHS Diploma or equivalent/li/ulpstrongPhysical Demands
Working Conditions/strong/ppOffice 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./ppstrongEqual Employment Opportunity/strong/ppAt 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./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/ulpstrongEducation/strong/pulliHS Diploma or equivalent/li/ulpstrongPhysical Demands
Working Conditions/strong/ppOffice 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./ppstrongEqual Employment Opportunity/strong/ppAt 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./p/div