Personal Lines Associate Client Representative
World Insurance Associates LLCFlorida, United States
Posted October 31, 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
- Document maintenance/retrieval
Benefits
- Retirement Plan
- 401k Matching
- Paid Time Off