World Insurance As
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.
Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
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 notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Responsible for rounding out accounts and “Selling all of World”
Other Responsibilities, as applicable
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, 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 request, etc.
Create activities in EPIC and assign to applicable team member
Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Specific Skills/Qualifications #J-18808-Ljbffr
Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
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 notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Responsible for rounding out accounts and “Selling all of World”
Other Responsibilities, as applicable
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, 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 request, etc.
Create activities in EPIC and assign to applicable team member
Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Specific Skills/Qualifications #J-18808-Ljbffr