Company 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� � 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.� � Primary Responsibilities� � �
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� �
Leverage 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.� �
Endorse policy in EPIC� �
Create activities in EPIC and assign applicable� team-member.�
Order loss runs� � �
� Work Experience� �
0-2 years’ experience in� Commercial� Property and Casualty�
� Professional Licenses/Certifications�
Licensed or obtaining state Property & Casualty insurance license� within a specified� time frame�
� � Essential Skills/Competencies�
Knowledge of Excel, Word, and other MS Office products to include basic formatting�
Able to learn coverage fundamentals.�
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.� �
Seeks� to obtain industry information, new product information, coverage, and technology to continuously improve� knowledge� performance.� �
Strong written, oral, and interpersonal communication skills.�
Able to follow a well-established and familiar set of activities and/or� process� to derive a solution.� �
Sets priorities and manages workflow to ensure effective,� timely, and efficient service delivery.�
Works to achieve stated� objectives� and� delivers� results� at� the close direction of a senior team member.� � �
� Education� �
HS Diploma or equivalent�
� Physical Demands & Working Conditions� � � 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 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.� � 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.�