Commercial Lines Associate Client Representative

2 weeks ago

Woodbury NY, United States World Insurance Full time

Associate Client Representative
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
The 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.
Supports 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.
Set up and maintain accurate account details, contacts, and policy information in EPIC
Attach, organize, and name documents in EPIC
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member. Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Document maintenance/retrieval
Work Experience
~0-2 years' experience in Commercial Property and Casualty
~ Knowledge of Excel, Word, and other MS Office products to include basic formatting
~ Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
~ Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
~ The base salary ranges from $60,000 to $65,000, with bonus eligibility. 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. 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.

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