Top 14 Personal lines associate client representative Jobs in Columbus

Commercial Lines Senior Associate Client Representative - Small Business
World Insurance Associates LLC —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
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1d
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
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Client Relationship Representative (Universal Banker)
First Merchants Bank —Dublin, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
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FCBank, Universal Associate, Full time
CNB Financial Corporation —Worthington, OH
- $15.00 - $26.75 an hour
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
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9d
Part Time Sales Associate - BOSS Store, Easton Town Center
Hugo Boss —Columbus, OH
- $15 an hour
- Part-time
- Bachelor of Science
- Merchandising
- Mid-level
- Dental insurance
- 401(k)
Inside Sales Representative - Dublin, OH
Labcorp —Dublin, OH
- $28 - $30 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Direct Sales Specialist - Advantage Direct (Life & Annuities)
Nationwide —Grandview Heights, OH
- 8 hour shift
- Hybrid work
- Marketing
- Data analysis skills
- Mid-level
- Paid holidays
- Disability insurance
Lead Event Specialist Part Time
Product Connections —Columbus, OH
- $14.50 an hour
- Part-time
- Serving
- Computer literacy
- Mid-level
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Outside Sales Representative
Youngblood Automation —Columbus, OH
- Customer service
- Engineering
- Mid-level
- Paid holidays
- Health insurance

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Client Relationship Representative (Universal Banker)
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Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
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Commercial Lines Senior Associate Client Representative - Small Business
World Insurance Associates LLC —Columbus, OH
Must hold state Property & Casualty insurance license. Able to develop short- and long-term strategies that have high impact on client/prospects and the…
Quick Apply
1d
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders…
Quick Apply

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Commercial Lines Senior Associate Client Representative - Small Business

World Insurance Associates LLC -
Columbus, OH

Quick Apply

Job Details

Full-time
1 day ago

Benefits

Retirement plan

Qualifications

Customer communication
Commercial insurance policies
Spreadsheets
Employee relationship building
Client relationship development
Property & Casualty License
Client management
Project execution
Productivity software

Full Job Description

Description

Company Overview
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Primary Responsibilities
Primary Activities

Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordination of loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc.
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt

Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services):

Respond to client requests for changes
Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinates the delivery of Proofs of Insurance
Responds to client billing / payment questions
Coordination of claim escalation

Position Specific Skills/Qualifications

Work Experience

3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

Essential Skills/Competencies

Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve routine problems.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

College degree is preferred.

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.

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personal lines associate client representative jobs in columbus

Commercial Lines Senior Associate Client Representative - Small Business

Client Relationship Representative (Universal Banker)

Client Relationship Representative (Universal Banker)

FCBank, Universal Associate, Full time

Part Time Sales Associate - BOSS Store, Easton Town Center

Inside Sales Representative - Dublin, OH

Direct Sales Specialist - Advantage Direct (Life & Annuities)

Lead Event Specialist Part Time

Outside Sales Representative

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