World Insurance Associates LLC
Client Service Representative - Small Business
World Insurance Associates LLC, Columbus, Ohio, United States, 43224
Client Service Representative - Small Business
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.
Primary Responsibilities
Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio throughout the renewal process.
Coordinate loss runs & experience modifications as applicable.
Draft carrier submissions.
Support client online portal quotes.
Draft client proposals.
Leverage templates and system‑generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre‑renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC.
Create activities in EPIC and assign to applicable team members.
Ensure renewals are processed accurately and key data elements are managed appropriately.
Deliver audits to clients upon receipt.
Escalation Support for Client Administration Call Center
Respond to client requests for changes.
Process endorsements with carriers or escape for quotation of new lines of business or complex changes.
Follow‑up for and deliver endorsements to clients upon receipt.
Respond to client requests for cancellation and escape internally.
Coordinate delivery of Proofs of Insurance.
Respond to client billing/payment questions.
Coordinate claim escalation.
Position Specific Skills / Qualifications
Work Experience:
3+ years in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
Professional Licenses / Certifications:
Must hold state Property & Casualty insurance license.
Essential Skills / Competencies:
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites.
Hands‑on personal approach to customer service. Maintains effective relationships with clients, co‑workers, and colleagues. Viewed as a team player and cooperative.
Understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day‑to‑day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve routine problems.
Able to develop short‑ and long‑term strategies that have high impact on client/prospects and the business.
Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education:
College degree preferred.
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 required every day, and walking and standing 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.
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Other
Industries:
Insurance
Location:
Columbus, OH
Salary:
$70,000.00 - $80,000.00 (approx)
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Primary Responsibilities
Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio throughout the renewal process.
Coordinate loss runs & experience modifications as applicable.
Draft carrier submissions.
Support client online portal quotes.
Draft client proposals.
Leverage templates and system‑generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre‑renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC.
Create activities in EPIC and assign to applicable team members.
Ensure renewals are processed accurately and key data elements are managed appropriately.
Deliver audits to clients upon receipt.
Escalation Support for Client Administration Call Center
Respond to client requests for changes.
Process endorsements with carriers or escape for quotation of new lines of business or complex changes.
Follow‑up for and deliver endorsements to clients upon receipt.
Respond to client requests for cancellation and escape internally.
Coordinate delivery of Proofs of Insurance.
Respond to client billing/payment questions.
Coordinate claim escalation.
Position Specific Skills / Qualifications
Work Experience:
3+ years in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
Professional Licenses / Certifications:
Must hold state Property & Casualty insurance license.
Essential Skills / Competencies:
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites.
Hands‑on personal approach to customer service. Maintains effective relationships with clients, co‑workers, and colleagues. Viewed as a team player and cooperative.
Understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day‑to‑day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve routine problems.
Able to develop short‑ and long‑term strategies that have high impact on client/prospects and the business.
Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education:
College degree preferred.
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 required every day, and walking and standing 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.
Job Details
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Other
Industries:
Insurance
Location:
Columbus, OH
Salary:
$70,000.00 - $80,000.00 (approx)
#J-18808-Ljbffr