Personal Lines Senior Associate Client Representative

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.

Position Summary  

• Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.  
• May also be responsible for 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  

• May pull items such as MVR, CLUES, Risk Meters, RCE etc.  

• Generate and send renewal proofs, if requested  

• Check endorsement against request  

• Document maintenance/retrieval  

• 2+ years’ experience in Personal Property and Casualty  

• Must hold state Property & Casualty insurance license  

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

• Knowledge of agency management systems and Carrier sites. 

• Possesses a basic understanding of property and casualty coverage. 

• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.   

• Able to 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.  

• HS Diploma or equivalent

Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $47,400 to $54,100. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Physical Demands 
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 st