Personal Lines Senior Associate Client Representative
World Insurance Associates LLC, Lake Charles, Louisiana, us, 70612
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
Works independently to provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all primary activities. May also be responsible for other responsibilities, as applicable.
Primary Responsibilities
Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsements, acknowledgments, cancellations and 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 team members
Other Responsibilities, As Applicable
May pull items such as MVR, CLUES, Risk Meters, RCE, etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval
Preferred Work Experience
2+ years’ experience in Personal Property and Casualty
Professional Licenses / Certifications
Must hold state Property & Casualty insurance license
Essential Skills / Competencies
Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites Possesses a basic understanding of property and casualty coverage Dedicated to meeting the expectations and requirements of co-workers and clients; able to quickly find common ground and solve problems Able to meet quality standards and achieve urgent tasks Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or processes to derive a solution Works to achieve stated objectives and delivers results under the direction of a senior team member
Education
HS Diploma or equivalent
Physical Demands
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 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.
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 equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, 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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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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
Works independently to provide support to lead service and/or Client Advisors by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all primary activities. May also be responsible for other responsibilities, as applicable.
Primary Responsibilities
Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsements, acknowledgments, cancellations and 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 team members
Other Responsibilities, As Applicable
May pull items such as MVR, CLUES, Risk Meters, RCE, etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval
Preferred Work Experience
2+ years’ experience in Personal Property and Casualty
Professional Licenses / Certifications
Must hold state Property & Casualty insurance license
Essential Skills / Competencies
Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites Possesses a basic understanding of property and casualty coverage Dedicated to meeting the expectations and requirements of co-workers and clients; able to quickly find common ground and solve problems Able to meet quality standards and achieve urgent tasks Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or processes to derive a solution Works to achieve stated objectives and delivers results under the direction of a senior team member
Education
HS Diploma or equivalent
Physical Demands
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 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.
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 equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, 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.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#J-18808-Ljbffr