Top 36 Client services associate Jobs in Brewster, Ny

Commercial Lines Associate Client Representative
World Insurance Associates LLC —Brewster, NY
- $55,000 - $65,000 a year
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
Digital Sales & Customer Service
Salesone LLC —Norwalk, CT
- Up to $20 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Engagement Associate
Freudigman & Billings, LLC —Westport, CT
- From $65,000 a year
- Full-time
- Background check
- Google Workspace
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Client Services Rep. II
Ethan Allen Global, Inc. —Danbury, CT
- Full-time
- Mid-level
- High school diploma or GED
- Organizational skills
- Health savings account
- AD&D insurance
Quick Apply
FX PB Client Services Associate
National Westminster Bank PLC —Stamford, CT
- $85,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Operations & Client Services Associate
S.E. Minor & Co. —Greenwich, CT
- $55,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
8d
Client Service Representative
Donn Gerelli Associates Insurance Agency Inc. —Croton-on-Hudson, NY
- $19 - $26 an hour
- Full-time
- Hospitality
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
9d
Client Service Representative
VCA Animal Hospitals —Danbury, CT
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Client Service Manager
Gallagher —Danbury, CT
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
Client Service Associate
Coastal Bridge Advisors —Westport, CT
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Communication skills
Quick Apply
2h
Client Care Coordinator
Choice Of New Rochelle In —Peekskill, NY
- $36,500 - $40,000 a year
- Full-time
- Spanish
- Experience working with individuals with disabilities
- Computer literacy
Quick Apply
Manager, Client Service
Bridgewater Associates —Westport, CT
- $220,000 - $400,000 a year
- 5 years
- Writing skills
- Office
Personal Lines Senior Client Manager
World Insurance Associates LLC —Brewster, NY
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Registered Client Service Associate - Ridgefield, CT
Raymond James Financial, Inc. —Ridgefield, CT
- $55,000 - $72,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
2d
Client Success Associate
Realty Plans —Stamford, CT
- $22 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply
Wealth Management Client Associate
Bank of America —Stamford, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Delivery Specialist - Associate
iCapital —Stamford, CT
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Dental insurance
- Paid time off
Rehire Client Support Associate
Jackson Hewitt - CCT —Bridgeport, CT
- $16 - $18 an hour
- Full-time
- Computer literacy
- Office
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
6d
Client Management Specialist
Stephen Gould Corporation —Rye Brook, NY
- $70,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level

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Commercial Lines Associate Client Representative

World Insurance Associates LLC -
Brewster, NY

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year

Qualifications

Customer communication
Workflow management (operations management method)
Spreadsheets
Word embeddings
High school diploma or GED
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.

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, proposal letters, change requests, proofs of insurance etc.
Endorse policy in EPIC
Create activities in EPIC and assign applicable team-member.

Work 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.

Education

HS Diploma or equivalent

Compensation
This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $55,000 to $65,000. 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, please visit https://www.worldinsurance.com/careers for more details.

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.

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Refine Your Search

client services associate jobs in brewster, ny

Commercial Lines Associate Client Representative

Digital Sales & Customer Service

Client Engagement Associate

Client Services Rep. II

FX PB Client Services Associate

Operations & Client Services Associate

Client Service Representative

Client Service Representative

Private Client Group Support Associate

Client Service Manager

Client Service Associate

Client Care Coordinator

Manager, Client Service

Personal Lines Senior Client Manager

Registered Client Service Associate - Ridgefield, CT

Client Success Associate

Wealth Management Client Associate

Client Delivery Specialist - Associate

Rehire Client Support Associate

Client Management Specialist

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