Personal Lines Senior Associate Client Representative

Personal Lines Senior Associate Client Representative

Join to apply for the Personal Lines Senior Associate Client Representative role at World Insurance Associates

Personal Lines Senior Associate Client Representative

1 day ago Be among the first 25 applicants

Join to apply for the Personal Lines Senior Associate Client Representative role at World Insurance Associates

Overview

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Overview

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary

This position supports the Account Executive with responsibilities related to client management and retention.

Responsibilities

• Assist insurance producers in servicing client needs
• Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
• Changes to existing policies in Epic and on carrier site (adding / replacing car, mortgagee change, coverage changes, etc.)
• Handle renewals, service requests, claims, billing and new policies
• Review all applications, policies, endorsements and audits for accuracy
• Coordinate expiration list with department manager to obtain renewal business information
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Qualifications

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Insurance

Referrals increase your chances of interviewing at World Insurance Associates by 2x

Sign in to set job alerts for "Senior Client Representative" roles.

Personal Lines Senior Associate Client Representative

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr