Client Service Administrator - Small Business

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

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, or ability to obtain within 90 days of hire

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

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.

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