Commercial Lines Senior Associate Client Representative

World Insurance Associates, LLC.

Scottsdale, AZ

Apply

JOB DETAILS

JOB TYPE

Full-time

SKILLS

Billing, Brokerage, Call Centers, Commercial Real Estate, Communication Skills, Compensation and Benefits, Customer Escalations, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Employee Benefits, Epic Systems, Financial Services, Insurance, Internet Portal, Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Online Customer Support, Outsourcing, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Professional License, Project Planning, Property and Casualty Insurance, Proposal Writing, Retirement Plan, Risk Management, Team Player, Typing, Writing Skills

LOCATION

Scottsdale, AZ

POSTED

10 days ago

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.

Primary Responsibilities
Primary Activities

Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordination of loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt

Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services):

Respond to client requests for changes
Process endorsement with carriers or escalate for quotation of new lines of business or complex 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

Position Specific Skills/Qualifications

Work Experience

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

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

Essential Skills/Competencies

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve routine problems.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

College degree is preferred.

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.

#LI-MF1

Commercial Lines Senior Associate Client Representative

World Insurance Associates, LLC.

Scottsdale, AZ

About the Company

World Insurance Associates, LLC.

Similar Job Searches