Position Summary  

The Senior 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 and billing  

Create activities in EPIC and assign to applicable team member. 

Order loss runs 

Position Specific Skills/Qualifications 

Work Experience  

2+ years’ experience in Commercial Property and Casualty 

Professional Licenses/Certifications 

Must hold state Property & Casualty insurance license  

Essential Skills/Competencies 

Knowledge of Excel, Word, and other MS Office products to include basic formatting.  

Has knowledge of agency management systems (EPIC) and carrier sites. 

Possesses a basic understanding of property and casualty coverage. 

Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment.  

Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks.  

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.  

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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