Personal Lines Associate Client Representative - Standard / Middle Market

Job description

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: Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below. Primary 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 endorsement...