worldinsurance

Client Service Administrator - Small Business

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At a Glance

Location
Winter Park, Florida, United States
Employment
internship
Experience
3+ years

Key Requirements

Required Skills

ExcelMicrosoft Office

Domain Knowledge

  • Education
  • Finance
  • Insurance

Requirements

3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates.

Able to understand new technology platforms quickly.

Proficient in agency management systems (EPIC) and carrier sites

Hands on personal approach to customer service.

Able to provide consultation of coverage needs.

Responsibilities

Respond to client requests for changes

Follow-up for and deliver endorsements to clients upon receipt

Respond to client requests for cancellation and escalate internally

Coordinates the delivery of Proofs of Insurance

Responds to client billing / payment questions

Coordination of claim escalation

About the Company

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.