• To determine account management strategies related to client service plans; • To be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; • To provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; • To oversee the work of other local Client Services staff. • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs. • Conducts pre-renewal visits reviewing client loss experience and general company performance. • Reviews and identifies areas of potential dissatisfaction prior to renewal meetings. • Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. • Negotiates changes or improvements to service plan. • Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development. • Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description 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, proposal letters, change requests, proofs of insurance, etc. - Endorse policy in EPIC. - Create activities in EPIC and assign applicable team member. - Order loss runs. Qualifications - 0-2 years’ experience in Commercial Property and Casualty. Requirements - 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. 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are currently expanding our remote team and seeking those who thrive with supporting clients and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is an ideal role for those who are organized, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team. - Assist clients with coordinating personalized service arrangements - Research and compare available options to meet client preferences - Confirm reservations and ensure accuracy of details - Provide clear, professional communication via email and phone - Support updates, modifications, and service-related inquiries - Maintain accurate records and documentation - Complete required training Qualifications - Authorized to work in the US, UK, Mexico, Australia, or Spain - Strong written and verbal English communication skills - Reliable internet connection and smartphone (computer is strongly recommended) - Strong customer service experience is preferred Benefits - Fully remote setting - Flexible schedule - Ongoing training and professional development - Collaborative and supportive team Company Description

• Work to ensure client's needs are managed to the highest level of satisfaction. • Respond to clients on general inquiries. • Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner. • Take immediate action to address issues as they arise, escalating when appropriate. • Proactively offer creative solutions to improve or enhance the client experience. • Participate and sometimes lead projects as needed. • Adhere to process standards and documented procedures.