Commercial Lines Associate Client Representative

0-2 years’ experience in Commercial Property and Casualty

Able to learn coverage fundamentals.

Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.

Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.

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.

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

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

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.