Personal Lines Senior Associate Client Representative - Farmingville, NY/Woodbury, NY

Summary

World Insurance Associates 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

The Senior Associate Client Representative 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.

Essential Duties and Responsibilities

• 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  

Other Responsibilities, as applicable

• 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

Qualifications

• 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 York. The base salary for this position at the time of this posting may range from $57,000 to $62,000. 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 for more details.

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.

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