Senior Associate Client Representative - Small Business

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. Primary Responsibilities: Primary Activities: Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services): - 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 propos...