Commercial Lines Associate Client Representative
Company: World Insurance Associates, LLC.
Location: Needham Heights
Posted on: February 17, 2026
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Job Description:
Job Description Job Description 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. Order loss
runs 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. Works to achieve stated objectives and delivers results
at the close direction of a senior team member. Education HS
Diploma or equivalent 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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Keywords: World Insurance Associates, LLC., Brockton , Commercial Lines Associate Client Representative, Administration, Clerical , Needham Heights, Massachusetts
