Personal Lines Associate Client Representative – Wolpert

Job Description

Personal Lines Associate Client Representative
Job Summary

Seeking a motivated and detail-oriented Personal Lines Associate Client Representative to join a growing team. This role is an excellent opportunity for individuals looking to build a career in the insurance industry. You will play a key role in supporting the Client Managers and Advisors by ensuring accurate account management and delivering exceptional service to the clients.
Compensation Package

• Salary Range: $37,000 - $46,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Set up and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance, and invoices
• Generate standard communications to clients and carriers using templates and system-generated letters/forms
• Create activities in EPIC and assign them to applicable team members
• Pull items such as MVR, CLUES, Risk Meters, RCE, etc., as needed
• Check policies and endorsements against requests and complete checklists
• Perform document maintenance and retrieval tasks
• Support other responsibilities as applicable

Qualifications/Requirements
Education and Experience:

• 0-2 years of experience in Personal Property and Casualty insurance
• Licensed or ability to obtain a state Property & Casualty insurance license within a specified timeframe

Skills and Competencies:

• Proficiency in Microsoft Office Suite (Excel, Word, etc.)
• Ability to learn and understand insurance coverage fundamentals
• Strong written, oral, and interpersonal communication skills
• Detail-oriented with the ability to follow established workflows and processes
• Dedicated to meeting the expectations of co-workers and clients
• Strong problem-solving skills and ability to work collaboratively
• Ability to prioritize tasks and manage workflow effectively

Preferred Experience:

• Familiarity with EPIC software is a plus

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