Client Service Representative
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
General Description
Provide support to small business unit Client Managers and Client Advisors, primarily handling a high volume of micro accounts generating less than $7,500 in commissions.
- Obtains renewals from General Agent and/or Carrier.
- Prepares pre-renewal / renewal letters for delivery to clients.
- Prepares compensation disclosure notices, where applicable
- Maintain accurate client and team information and documentation in agency management systems.
- May assist with enrollment and billing issues, as needed.
- May respond to questions related to small group health insurance certification to verify eligibility for health insurance plans.
Knowledge, Skills and Abilities
- Prior customer service experience and insurance industry knowledge preferred, but not required.
- High School Graduate, 4-year college degree preferred.
- BenefitPoint knowledge a plus but not required.
- Must currently hold or be willing to earn life and disability insurance license.
- Ability to work in a team environment.
- Ability to set priorities and manage deadlines.
- Ability to define problems and generate potential solutions.
- Eager to learn new concepts and further professional development.
- Detail oriented and prioritizes accuracy.
- Ability to carry out multiple tasks with both concrete and abstract variables.
- Establish effective working relationships with internal partners, clients, and carriers.
- Comfortable with internet-based programs as well as knowledge of Microsoft office products.
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.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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