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🥝 Personal Lines Senior Associate Client Representative
World Insurance Associates LLC | Lacey Township, United States | Posted June 19, 2026
Job Description
Position Summary
Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities. May also be responsible for other responsibilities, as applicable. Primary Responsibilities 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 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 request, etc. Create activities in EPIC and assign to applicable...