What are the responsibilities and job description for the Client Relationship Specialist position at World Insurance Associates LLC?
**Job Overview**
We're seeking an experienced Client Relationship Specialist to join our team at World Insurance Associates LLC. As a key member of our Account Management team, you will play a critical role in supporting our Account Executives and helping us deliver exceptional client experiences.
**Key Responsibilities:**
- Assist insurance producers in servicing client needs
- Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time
- Changes to existing policies in Epic and on carrier site (adding/replacing car, mortgagee change, coverage changes, etc.)
- Handle renewals, service requests, claims, billing and new policies
- Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
**What We're Looking For:**
- Candidate must be fluent in Portuguese
- Bachelor's degree or equivalent work experience, preferred
- Two years minimum Personal Lines account management or support experience required
- Property & Casualty License required, or agreement to obtain within 3-6 months of employment
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Applied/Epic or similar agency management software experience, preferred
