Personal Lines Associate Client Representative
World Insurance Associates LLCGaithersburg, Maryland, United States
Posted November 17, 2025
Full Time
About the Company
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.
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, including setup and maintenance of accurate account details, contacts, and policy information, processing renewals and endorsements, and leveraging templates and system-generated letters and forms to produce standard communications to clients and carriers.
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