What are the responsibilities and job description for the Insurance Account Management Professional position at World Insurance Associates LLC?
**About Us**
World Insurance Associates LLC is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
This position supports the Account Executive with responsibilities related to client management and retention. We're looking for a skilled professional to join our team and help us grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.
**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
**Requirements:**
- 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
