World Insurance Associates, LLC.
Commercial Lines Associate Client Representative
World Insurance Associates, LLC., Arlington Heights, Illinois, United States, 60005
Job Description
Job Description
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, client pre-renewal letters, proposal letters, change requests, etc.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.
Other Responsibilities, as applicable: Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document
maintenance/retrieval
Position Specific
Skills/Qualifications 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
Position Summary This position is located in Illinois. The base salary for this position at the time of this posting may range from $40,000 to $50,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit
https://www.worldinsurance.com/careers
for more details. Benefits Package
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance 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. #LI-HZ1 Powered by JazzHR CgQdL7buBs
Job Description
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, client pre-renewal letters, proposal letters, change requests, etc.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.
Other Responsibilities, as applicable: Order loss runs from carriers
Generate and send proofs to holder, if requested (from EPIC or CSR24)
Check policy per policy check workflow and complete checklist
Check endorsement against request
Document
maintenance/retrieval
Position Specific
Skills/Qualifications 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
Position Summary This position is located in Illinois. The base salary for this position at the time of this posting may range from $40,000 to $50,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit
https://www.worldinsurance.com/careers
for more details. Benefits Package
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance 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. #LI-HZ1 Powered by JazzHR CgQdL7buBs