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

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

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.


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