Personal Lines Associate Client Representative

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 achieve long‑term financial goals.

Founded in 2011, World is one of the fastest‑growing, Top 25 insurance brokers in the U.S., employing nearly 3,000 people in more than 300 offices across North America and the U.K. The firm specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

With guidance and direction, the Client Manager leads client service activities listed below. The role includes delivering renewal messaging to clients, overseeing standard process steps, and handling auto‑renewals. While other responsibilities may also be performed, the majority of the day‑to‑day work is spent in the primary activities.

• Evaluates exposures and renewal quote
• Reviews upcoming renewals and determines which accounts warrant remarket
• Makes coverage recommendations
• Utilizes comparative rater tool to obtain quotes
• Transacts agency billing (where applicable)
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy

• Sets up and maintains accurate account details, contacts, and policy information in EPIC
• Processes renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
• Attaches, organizes, and names documents in EPIC
• Initiates endorsements, proofs of insurance and invoices
• Leverages templates and system‑generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre‑renewal letters, proposal letters, change requests, etc.
• Creates activities in EPIC and assigns them to applicable team members
• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE, etc.

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages

• Must hold a state Property & Casualty insurance license

• Functional knowledge of Excel for creating, formatting, and evaluating formulas and working within templates; proficiency in MS Office (Word, etc.)
• Maintains effective relationships with clients, co‑workers, and colleagues; viewed as a team player and collaborator
• Obtains firsthand customer information and uses it for improvements in placements and services
• Has an understanding of guaranteed cost program design and coverage forms; can provide consultation of coverage needs
• Strong written, oral, and interpersonal communication skills; sets day‑to‑day objectives within specified solutions; develops and implements work plans for projects
• Consistently performs quality work, understands urgency in tasks, and meets timelines
• Proficient in self‑serve portals and manages client training and utilization
• Follows well‑established sets of activities
• Can solve difficult, non‑routine problems without excessive complexity
• Works efficiently in a fast‑paced environment with high accuracy and attention to detail

• HS Diploma or equivalent

Office work involving desk use most of the time, stand‑up/sit‑down adjustable desks. May require exerting up to 10 pounds of force occasionally and/or negligible force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion are typically required daily; walking and standing are required occasionally.

At World Insurance Associates (WIA), we celebrate and support differences. 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. WIA makes reasonable accommodations to known physical or mental limitations unless the accommodation would impose an undue hardship on the operation of our business.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance