Personal Lines Senior Associate Client Representative

World Insurance Associates LLC
📍 Lacey Township, New Jersey, United States 💼 Full-time 🕒 Posted July 02, 2026

Job Description

Position Summary

  • Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete ALL Primary Activities.
  • May also be responsible for other responsibilities, as applicable.
  •  
    Primary Responsibilities 
  • Setup and maintain accurate account details, contacts, and policy information in EPIC
  • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
  • Attach, organize, and name documents in EPIC
  • Initiate endorsements, proofs of insurance and invoices
  • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
  • Create activities in EPIC and assign to applicable...
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    Job Details

    • Location Lacey Township, New Jersey
    • Job Type Full-time
    • Category Information and Record Clerks
    • Posted Date July 02, 2026
    • Application Deadline August 11, 2026