Client Service Representative - Small Business
World Insurance Associates - Christopher O'Neil, Columbus, Ohio, United States, 43224
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.
Primary Responsibilities Core activities include the renewal process support and client communications. Responsibilities include:
Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordinate loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system-generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt
Supports point of escalation for Client Administration Call Center for the following activities (coordinated with outsourced services):
Respond to client requests for changes
Process endorsements with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinate the delivery of Proofs of Insurance
Respond to client billing / payment questions
Coordination of claim escalation
Position Specific Skills/Qualifications Work Experience
3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Proficient in Excel, Word, and other MS Office products
Able to understand new technology platforms quickly
Proficient in agency management systems (EPIC) and carrier sites
Hands-on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues
Team player who is cooperative and collaborative
Understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs
Strong written, oral, and interpersonal communication skills; able to set and achieve day-to-day objectives and develop work plans
Able to solve routine problems and think critically to overcome obstacles
Able to develop short- and long-term strategies that have high impact on clients/prospects and the business
Education
College degree is preferred
Physical Demands & Working Conditions Office work involves desk work, using an adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible to frequent movement to lift, carry, push, or pull objects. Typing, grasping, and repetitive motion are required daily; walking and standing are required 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. 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.
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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.
Primary Responsibilities Core activities include the renewal process support and client communications. Responsibilities include:
Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordinate loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system-generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt
Supports point of escalation for Client Administration Call Center for the following activities (coordinated with outsourced services):
Respond to client requests for changes
Process endorsements with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinate the delivery of Proofs of Insurance
Respond to client billing / payment questions
Coordination of claim escalation
Position Specific Skills/Qualifications Work Experience
3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Proficient in Excel, Word, and other MS Office products
Able to understand new technology platforms quickly
Proficient in agency management systems (EPIC) and carrier sites
Hands-on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues
Team player who is cooperative and collaborative
Understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs
Strong written, oral, and interpersonal communication skills; able to set and achieve day-to-day objectives and develop work plans
Able to solve routine problems and think critically to overcome obstacles
Able to develop short- and long-term strategies that have high impact on clients/prospects and the business
Education
College degree is preferred
Physical Demands & Working Conditions Office work involves desk work, using an adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible to frequent movement to lift, carry, push, or pull objects. Typing, grasping, and repetitive motion are required daily; walking and standing are required 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. 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.
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