World Insurance As
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 risk management outcomes, modernize benefits programs, and help achieve 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
With some guidance and/or direction, the role leads client service including all primary activities listed below. May deliver renewal messaging to some clients. The majority of time is spent on standard process steps, with many auto-renewals. Activities in Other Responsibilities may be performed as applicable, but the day-to-day focus is on Primary Activities. Primary Responsibilities
Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notify carriers Reviews binding documents for accuracy Contract Reviews Other Responsibilities, as applicable 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 requests, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE, etc. Position Specific Skills / Qualifications
Work Experience
3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages Professional Licenses / Certifications
Must hold state Property & Casualty insurance license Proficient in agency management systems and carrier sites 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. Maintains effective relationships with clients, co-workers, and colleagues. Works well as part of a team. Able to obtain firsthand customer information and use it for improvements in placements and services. Understanding of guaranteed cost program design and coverage forms. Able to provide consultation on coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within specified solutions and develops work plans for projects. Able to consistently perform/produce quality work, manages urgency, and meets timelines. Proficient in self-serve portals and manages client training and utilization. Follows a well-established set of activities. Able to solve difficult problems that are not routine, but not overly complex. Ability to work in a fast-paced environment with instruction and a high degree of accuracy and attention to detail. Education
HS Diploma or equivalent Physical Demands & Working Conditions
Office work involves desk work, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are typically 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 are dedicated to equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We provide 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 risk management outcomes, modernize benefits programs, and help achieve 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
With some guidance and/or direction, the role leads client service including all primary activities listed below. May deliver renewal messaging to some clients. The majority of time is spent on standard process steps, with many auto-renewals. Activities in Other Responsibilities may be performed as applicable, but the day-to-day focus is on Primary Activities. Primary Responsibilities
Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notify carriers Reviews binding documents for accuracy Contract Reviews Other Responsibilities, as applicable 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 requests, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE, etc. Position Specific Skills / Qualifications
Work Experience
3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages Professional Licenses / Certifications
Must hold state Property & Casualty insurance license Proficient in agency management systems and carrier sites 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. Maintains effective relationships with clients, co-workers, and colleagues. Works well as part of a team. Able to obtain firsthand customer information and use it for improvements in placements and services. Understanding of guaranteed cost program design and coverage forms. Able to provide consultation on coverage needs. Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within specified solutions and develops work plans for projects. Able to consistently perform/produce quality work, manages urgency, and meets timelines. Proficient in self-serve portals and manages client training and utilization. Follows a well-established set of activities. Able to solve difficult problems that are not routine, but not overly complex. Ability to work in a fast-paced environment with instruction and a high degree of accuracy and attention to detail. Education
HS Diploma or equivalent Physical Demands & Working Conditions
Office work involves desk work, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force to lift, carry, push, pull, or move objects. Typing, grasping, and repetitive motion are typically 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 are dedicated to equal employment opportunities regardless of race, color, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We provide 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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