- World Insurance Associates, LLC. (West Warwick, RI)
- …of our multiple offices throughout the region. Position Summary + The Associate Client Representative supports the daily management of a high-volume Commercial Lines ... the client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +...to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc. + Endorse policy in… more
- Lowe's (Milford, MA)
- …client experience by accurately assessing customer needs and swiftly creating a final quote/ proposal . This associate spends most of their time in our customer ... project folders and ensures all paperwork (eg, contracts, pricing worksheets and proposal documentation) is filled out according to policy Maintains all collateral,… more