Personal Lines Associate Client Representative
World Insurance Associates LLCMassachusetts, United States
Posted December 23, 2025
Full Time
About the Company
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.
Job Description
Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work.
Requirements
- 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
- Create activities in EPIC and assign to applicable team member
- Check policy per policy check workflow and complete checklist
- Check endorsement against request
- Document maintenance/retrieval