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Insurance Agency CSR - Personal Lines
Salary not disclosed

EXPERIENCED PERSONAL LINES INSURANCE AGENCY CSR

Quite possibly the best insurance agency CSR job ever! No cold calling. No Outside prospecting. Focus on your client relationships First and foremost

You advise and counsel clients on coverage options. You help them understand their insurance decisions. And you solve their insurance problems for them.

What do you get?

  • A secure salary of $40K-$50K PLUS income-increasing incentives as you grow with us!
  • Our full benefits package - health, Sep retirement plan, vacation and paid holidays
  • A secure position in a solid, long-established agency. We've been here 47 years ... and counting!
  • Great co-workers in a friendly environment
  • Top carriers to represent – Erie, Travelers, Progressive and others.
  • PA P&C Training and CE reimbursement, we help pay for your development
  • A business excited about its future and growth

If this interests you, you need to understand one VERY important thing ... This tremendous career opportunity is available only to the best we can find!

Are YOU ...

  • Positive, upbeat and courteous with a great attitude?
  • Reliable, trustworthy and dependable?
  • A bright, fast learner - especially with new computer tools and skills?

If you answered yes to all of those questions, here's what YOU need to qualify for this position...

  • You MUST have or be willing to obtain your PA Property & Casualty insurance license.(No license no problem we will pay for the training and test costs for a committed candidate).
  • You MUST get to work reliably. We are located in Bethel Park PA 15102
  • You MUST get to work on time. You know yourself. If you can't get to work on time, please do not apply.
  • You MUST be able to work during our office hours of Monday thru Friday, 8:30am to 4:30pm with an hour off for lunch. These hours are not flexible. Our clients expect us to be available when we say we are.
  • You MUST be committed to your clients. Client service is the cornerstone of what we do and going above and beyond is par for the course.

We provide excellent benefits, SEP plan, competitive salary and incentives, opportunity for growth and income advancement, and a great team of co-workers. We will hire a motivated person committed to high-quality work and top-shelf service.

To apply, fill out the online form and attach your resume.

Job Description – Personal Lines Customer Service Representative

Duties and Responsibilities:

  • Maintaining Positive Customer Relationships
  • Answering Customers Insurance Queries in an informative, but simple and understandable way(IE: avoiding abbreviations and jargon)
  • Educating Customers on their coverage options to help them make informed decisions in regards to all of their insurance needs.
  • Responding to quote Requests and leads within the same business day
  • Actively cross selling accounts everyday
  • Asking for referrals everyday
  • Scanning into Management system when needed
  • Using multiple software platforms to generate quotes
  • Using Multiple software platforms to make changes to policies
  • Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)
  • Full participation in all agency marketing programs
  • Assisting with Agency Newsletter
  • Checking Renewals
  • Keeping client data up to date in Agency Management system
  • Other responsibilities as assigned

Requirements

  • high school diploma required (Associates degree preferred)
  • 3 years office experience, insurance office setting Preferred
  • Has P&C insurance license, or is willing to Get licensed immediately
  • Ability to explain complex insurance coverage issues in a simple and understandable way
  • Excellent Interpersonal skills and willingness to sell to customers over the phone
  • knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
  • attention to detail and strong communication skills and phone etiquette
  • ability to establish and maintain a positive and professional relationship with coworkers, clients and visitors
  • ability to multitask and stay organized despite occasional interruptions

Benefits

  • Major Medical and dental
  • Holidays, vacation time, plus 3 personal days 
Not Specified
TEAM LEADER 2ND PROCESSING (ES CUT UP- FHF LINE)
Salary not disclosed

Responsible for assisting the Supervisor with duties in the assigned production area while ensuring that job tasks, assignments, and rotations are followed. The Lead will also be responsible for performing a variety of production focused tasks to support the daily production goals.

At Butterball, we exist to help people pass love on. As the most recognized name in turkey, the brand represents more than 60 years of cherished memories, providing quality, great tasting products that make meals something to celebrate every day. We proudly believe that life at Butterball means having a team who supports you, having the opportunity to grow personally and professionally, and making an impact on the health of others daily.

Whether you choose to work at one of our five (5) manufacturing facilities in NC, AR, MO, farms in AR, NC, and KS, corporate office in NC, IL, or in the field, we believe we have an opportunity for everyone to succeed. At Butterball, we believe in fostering a culture where every team member is valued, has the opportunity to grow professionally and contribute to our success. Join us in our Purpose and apply for an opportunity today!

Key Responsibilities

•Follows direction of Production Supervisor to assign and instruct personnel of daily production duties.

•Observes equipment operation, notifying appropriate personnel of any malfunctions and/or safety issues/concerns.

•Provide accurate and timely feedback to supervisor regarding any issues or problems that may arise during daily production.

•Helps coordinate daily set-up of equipment to ensure the line is prepared to run on time.

•Complete required checks and measurements, record accurately.

•Assist in training and developing staff to ensure a quality product.

•Assist with new hire ergonomic evaluations and performance evaluations.

•Position is required to work before department start time in order to assist with area set-ups.

•Accountable to maintain punctual and regular attendance for scheduled work hours.

•Flexible to work weekends, overtime, and holidays as needed.

Minimum Qualifications (Educations & Experience)

·Must be at least 18 years of age and legally authorized to work in the United States.

·Must pass a background check, drug screen and pre-employment physical.

·Must be able to use basic math and typing skills

·Must be willing to work overtime and flexible shifts as required

Essential Knowledge, Skills, and Abilities

•Follows all safety, USDA, and GMP policies and guidelines.

•Maintain a clean and organized work area.

•Ability to work in a fast-paced environment.

•Ability to communicate effectively and follow verbal and written instructions & policies.

•Must be able to work in a team atmosphere and possess good leadership skills.

•Must have working knowledge of all positions on the line.

•Must be willing and able to perform physical requirements of the job with or without reasonable accommodation.

•Ability to work in a fast-paced environment.

•Ability to communicate effectively and follow verbal and written instructions & policies.

Preferred Knowledge, Skills, and Abilities

•Some positions may require the ability to read, write, and/or speak English. Bilingual in English/Spanish is preferred

Physical Demands

While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, keyboard, and occasionally lift up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, color vision and the ability to adjust focus.

Working Conditions & Travel Requirements

•Work is performed in a food processing plant with a high noise level, storage coolers/facilities.

•Must be able to work in damp and cold environments for long periods of time

•Must be physically capable of working extended hours if needed and in a wet environment, standing for long periods of time, and operating processing equipment.

•This position requires the individual to wear and work in personal protective equipment while in the manufacturing environment.

•Must be able work with raw and/or cooked meat

•The noise level of the office environment is usually moderate; the noise level in the manufacturing environment may exceed 85 DBA and require hearing protection.

Disclaimer

We embrace equal opportunity employment. Butterball is committed to the fair and impartial treatment of all employees and applicants for employment without regard to gender, age, race, religion, color, national origin, physical or mental disability, military/veteran status, sexual orientation, gender identity and expression, genetic information, marital status, parental status, pregnancy, or any other status protected by law.

This position is deemed Safety Sensitive for purposes of Butterball's Drug/Alcohol Screening & Testing Policy. Details will be provided to individuals who receive a conditional job offer, or upon request.

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of what is required of personnel so classified. Furthermore, they do not imply or establish a contract for employment and are subject to change at the discretion of the employer.

Not Specified
SIU Investigator - Multi-Line (Desk)
Salary not disclosed
Portland, Oregon 5 days ago
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

* Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
* Participates in the development of fraud prevention strategies.
* Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
* Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
* Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
* Makes recommendations within defined authority guidelines.
* Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
* Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
* May serve as a resource team member on specific matters through demonstrated skill or training.
* Assists with the delivery of fraud awareness training initiatives in a defined environment.
* Handles CAT duty responsibilities as business requires.
* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

* High School Diploma or General Equivalency Diploma (GED).
* 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
* Proven investigatory skills.
* Experience obtaining statements from various parties to incidents, witnesses, and suspects.
* Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
* Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
* Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
* Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:

* SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
* Strong background with multi-line SIU investigations
* Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
* US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Not Specified
Customer Care Representative - Personal Lines
✦ New
$18
Albany, NY 9 hours ago
Customer Care Representative

The Customer Care Representative answers questions and resolves problems initiated by insureds and carriers via telephone, mail, and e-mail. Most questions concern coverage, claims, cost, or billing and may require research or referral to resolve. Significantly contributes to business retention efforts.

The ideal remote candidate for this role will have previous Personal Lines insurance experience and reside in one of the following locations: New York, New Jersey, Vermont, Connecticut, New Hampshire, Pennsylvania, or Massachusetts.

Your Impact:

  • Answers all incoming telephone calls promptly and professionally. Identifies and responds to questions or problems presented by insured in a manner that meets or exceeds client service level standards.
  • Processes and responds professionally to inquiries received via email, fax, or mail within established service levels.
  • Accurately documents customer contact reasons and resolution in accordance with department protocol and completes applicable system and carrier website updates.
  • Determines, analyzes, and solves problems related to policies and billing issues. Successfully applies problem solving and time management methodology; balances multiple tasks as business needs arise while maintaining production and quality standards.
  • Uses de-escalation tactics when needed. Immediately reports escalated problems, service errors or anomalies to supervisor to effect prompt resolution. Takes initiative to contribute to development of long-term solutions to prevent recurring or similar errors or problems, with a "customer first" philosophy.
  • Develops and maintains product, procedural and technical systems knowledge.

Successful Candidates Will Have:

  • Associates degree and 1 year experience in customer service and/or sales, preferably in the insurance industry; or an equivalent combination of education and experience.
  • Proficiency using computers and Microsoft Office tools required, including experience with administration platforms and call center specific phone systems.
  • Strong attention to detail and demonstrated ability to meet established quality and productivity standards.
  • NYS Property & Casualty or Personal Lines license is required.

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem.

Pay Range: $23.00 - $25.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

permanent
Kitchen Supervisor or Line Cook
Salary not disclosed
Rosebud, TX 4 days ago

Company Description

Beloved and Beyond is a christian camp for children and young adults who have special needs. We have 9 weeks of camp in the summer with about 260 people a week.


Role Description

This is a contract Kitchen Supervisor or Line Cook position based on-site in Rosebud, TX. The individual will oversee day-to-day kitchen operations, ensuring the preparation and serving of high-quality meals. For Kitchen Supervisor roles, responsibilities include managing kitchen staff, maintaining inventory, and ensuring health and safety compliance. For Line Cook roles, duties include executing food preparation and cooking tasks according to established recipes, maintaining cleanliness, and assisting in food service operations as needed.


Qualifications

  • Supervisory skills, including the ability to manage and lead kitchen staff effectively, are necessary, particularly for a Kitchen Supervisor role.
  • Proficiency in food preparation, culinary skills, and cooking techniques to ensure high-quality food production is essential for all candidates.
  • Experience in food service operations and maintaining proper food safety protocols is required.
  • Strong organizational skills and the ability to thrive in a fast-paced environment.
  • Knowledge of kitchen equipment and proper maintenance practices.
  • Relevant certifications in food safety or culinary arts are a plus.
  • Ability to work autonomously or as part of a team, with excellent communication and problem-solving skills.
  • Agreement to follow our rules of conduct and statement of faith while employed
  • Opportunities extend from mid May - the first week of August.
Not Specified
Product Line Manager – Industrial Filtration / Fortune 250 Global Leader
Salary not disclosed
Greensboro, NC 2 days ago

Product Line Manager opportunity with a $20B+ Fortune 250 global innovator in advanced motion, control, and filtration technologies. With more than a century of engineering leadership and a strong commitment to quality, safety, and sustainable innovation, this organization continues to experience steady global growth and long-term investment across its industrial platforms.


In this role, you’ll own a ~$100M industrial filtration portfolio within a $200M+ division, leading full lifecycle strategy across hydraulic, lubrication, fuel, and air filtration product lines serving large OEM and industrial markets. You’ll partner cross-functionally with engineering, operations, supply chain, and sales to drive roadmap development, portfolio optimization, pricing strategy, and long-term growth initiatives.


Why This Role Stands Out:


  • True cradle-to-grave product ownership within a highly visible, strategic division
  • Opportunity to bring structure and rigor to a portfolio that has not historically had dedicated product management leadership
  • Heavy cross-functional influence across engineering, operations, sales, and executive leadership
  • Manage a ~$100M portfolio with clear growth trajectory and exposure to aerospace, transportation, oil & gas, and heavy industrial markets
  • Direct impact on 5-year strategic roadmap development, including growth acceleration and product rationalization
  • Strong internal mobility within a $20B+ global enterprise (average employee tenure 13+ years)
  • Collaborative, team-oriented culture under leadership that values ownership and accountability


Compensation and Benefits:


  • Competitive base salary (flexible for the right candidate) + 10% annual incentive
  • Full medical, dental, and vision benefits (Day 1 eligibility)
  • 401k with 5% company match
  • Company-funded Retirement Income Account
  • Company credit card for travel and expenses
  • ~20–25% domestic travel


The Right Background:


  • 4+ years of product management experience in industrial, manufacturing, engineering, or technical environments
  • Demonstrated experience owning product lifecycle strategy (roadmaps, 80/20 analysis, portfolio optimization, pricing)
  • Strong analytical skillset with comfort building business cases and leading data-driven decisions
  • Proven ability to influence cross-functionally without direct authority
  • Experience supporting technical sales cycles and working alongside engineering and operations teams
  • Bachelor’s degree required (Engineering, Engineering Technology, or Business preferred) / MBA a plus
  • Must be willing to work onsite in Greensboro, NC
Not Specified
Personal Lines Risk Manager
✦ New
Salary not disclosed
Overland Park, KS 1 day ago

The Personal Lines Risk Manager is responsible for working directly with our Wealth Managers and their clientele to provide a comprehensive insurance approach to their personal insurance needs. They will provide quotes, explain coverages, and communicate with clients to determine how we can best serve them from a personal insurance standpoint.


The Personal Lines Risk Manager has a service‐driven personality and is experienced at marketing complex personal insurance risks. They will determine appropriate markets and work directly with companies to place personal insurance plans ranging from home, auto, umbrella, collections, boats, and secondary dwellings.


We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.


JOB DUTIES:

  • Promptly address requests received from Wealth Managers, clients, and carriers regarding insurance quote status, coverage, claims, or administrative issues.
  • Creates ACORD and various other company applications as needed to place coverages requested.
  • Submits applications, loss runs, etc. to various markets to obtain quotes as quickly as possible.
  • Reviews quotes and resolves any discrepancies directly with the underwriter and communicates final quotes to clients.
  • Prepares summaries of insurance, schedules and proposals for Customers as needed.
  • Confirms binding of coverage with carriers and issues binders.
  • Issues Auto IDs for new business policies as needed.
  • Invoices agency‐billed policies and executes premium finance agreements as needed.


REQUIRED EXPERIENCE/QUALIFICATIONS:

  • Property and Casualty Insurance Agents License in Kansas or Missouri.
  • Able to market and place insurance coverage promptly and independently –
  • identifies appropriate markets, submits risks for quotes, presents quotes to insured, and binds coverage as elected.
  • Strong communication skills and the ability to receive, interpret, and respond to complex issues.
  • An ongoing effort to obtain professional designations such as CISR, CIC.
  • Strong relationship‐building skills with Wealth Managers, companies, clients, and colleagues.
  • Ability to be a team player and adapt to a fast‐paced, ever‐changing work environment with a positive attitude.
  • High‐level multi‐tasker
Not Specified
Assistant Commercial Lines Account Manager - Hybrid - Los Angeles, CA
✦ New
Salary not disclosed

Assistant Commercial Lines Account Manager - Hybrid - Los Angeles, CA


The Company:


Are you a Property & Casualty professional with knowledge of Commercial Insurance, ready to join a growing agency? Join a leading insurance brokerage in Los Angeles, looking to invest in its people and help your continuous growth in the industry. This is the perfect opportunity for you to join the Commercial Lines team and provide dedicated support to Account Managers and clients.


The Compensation and Benefits:


  • Salary ranges from $55,000 - $75,000, depending on your experience
  • A full suite of benefits that include health, dental, vision, & life insurance
  • 401(k) plan
  • Hybrid Schedule after a dedicated training period
  • Company-supported continued education


The Qualifications Needed to Thrive:


  • Active Property & Casualty license
  • 3-5 years of Commercial Insurance experience, preferably in a retail brokerage
  • Proficiency with AMS360 is required
  • In-depth knowledge of various insurance coverages, products, and agency procedures


The Key Responsibilities will include:


  • Provide helpful and professional service and insurance needs to Account Managers and clients
  • Process binder requests, endorsements, policies, etc.
  • Verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc.
  • Provide exceptional customer service via phone and email
  • Provide knowledgeable answers to questions about the product, pricing, and availability
  • Collaborate with internal departments to meet customers' needs


Apply Now!


Why Work with Insurance Relief?

We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. Give us a call to hear about all of the other opportunities we have available.


Remote working/work at home options are available for this role.
Not Specified
Commercial Lines Senior Account Manager
✦ New
Salary not disclosed
Portland, OR 1 day ago

Brown & Brown is seeking a Senior Account Manager to join our Commercial Lines team in Portland, Oregon.


The Senior Account Manager’s primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed.


How You Will Contribute

  • Consults on new business, prepares proposals and independently handles customer requests
  • Works directly with customer to ensure proper coverage is secured
  • Uses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of business
  • Help customers understand their insurance policies/coverages and determine individual service needs
  • Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
  • Handles new quoting and issuing new lines of coverage without the involvement of a producer. Recommend coverage to customers based on assessing the risk or risks they need to insure
  • Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
  • Prepares and Completes Insurance Coverage Review’s if needed. Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email.
  • Analyzing contracts for certificates of insurance, issue certificates, and binders
  • Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
  • Preparing proposals, graphs, and service plans for customers
  • Answering customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
  • Preparing all necessary applications and data for a complete submission to underwriters


Licenses and Certifications:

  • Maintain a current Property & Casualty License in all required states


Skills & Experience to Be Successful

  • Must have experience working with residential communities such as HOAs and apartment complexes.
  • Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered
  • AU or CIC Designation preferred
  • Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
  • Familiarity with contracts and other provisions
  • Fluent with Microsoft Windows, Office 365, Word, and Excel
  • AMS360 experience or skills to learn software program at an accelerated ability
Not Specified
Commercial Lines Associate Account Manager
Salary not disclosed
Kingston, NY 2 days ago
Associate Client 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 one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary

The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.

Primary Responsibilities
  • Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
  • Set up and maintain accurate account details, contacts, and policy information in EPIC
  • Attach, organize, and name documents in EPIC
  • Leverage 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.
  • Endorse policy in EPIC
  • Create activities in EPIC and assign applicable team-member.
Other Responsibilities, as applicable:
  • Order loss runs from carriers
  • Generate and send proofs to holder, if requested (from EPIC or CSR24)
  • Check policy per policy check workflow and complete checklist
  • Check endorsement against request
  • Document maintenance/retrieval
Position Specific Skills/QualificationsWork Experience
  • 0-2 years' experience in Commercial Property and Casualty
Professional Licenses/Certifications

Licensed or obtaining state Property & Casualty insurance license within a specified time frame

Essential Skills/Competencies
  • Knowledge of Excel, Word, and other MS Office products to include basic formatting
  • Able to learn coverage fundamentals.
  • Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
  • Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
  • Strong written, oral, and interpersonal communication skills.
  • Able to follow a well-established and familiar set of activities and/or process to derive a solution.
  • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
  • Works to achieve stated objectives and delivers results at the close direction of a senior team member.
Education
  • HS Diploma or equivalent
Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

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. This position is located in New York State. The base salary for this position at the time of this posting may range from $59,000-$60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs.

Not Specified
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