Job description

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Position Overview

The Automation Team Lead is responsible for the day-to-day operations and development of the automation team which handles IVANS policy and eDocs download into our agency management system. You will be responsible for the creation and documentation of interface management workflows, onboarding, and development of team members, and allocating work across the team to maintain efficiency and timeliness of suspense assignments.

Primary Responsibilities

• Provide monthly progress reports and needs assessment to leadership to support continuous improvement efforts
• Stay informed on M&A activity to ensure proper setup and support for new agency onboarding
• Allocate team resources to on-demand helpdesk and monitor for accuracy and timely response to tickets
• Create a culture of continuous feedback within your team to track progress and challenges
• Utilize available dashboards and reporting to identify obstacles, areas for improvement and/or training needs to increase efficiency and timeliness
• Process suspended policies, eDocs and messages per agency automation team workflows and procedures
• Create activities in agency management system and assign to servicer with complete and easy to understand instructions on what needs to be done so suspense items can be assigned properly
• Close activities per agency automation team workflows once reassigned back to the automation team workgroup and suspended item has been assigned
• Monitor communication log errors and address them per agency automation team workflows
• Solve communication log for errors and work with Epic Administrator and/or support if needed
• Create plans including key milestones, dependencies, timelines, responsible parties, and expected outcomes
• Participate in interface related discussions and groups as a subject matter expert when needed

Qualifications

• Previous interface management experience within Applied Epic or similar agency management system is required
• Property & Casualty insurance industry knowledge is required

Computer Skills/Software Skills

• Expert level knowledge of Microsoft Office applications including Outlook, Excel, PowerPoint and Word

Essential Skills/Competencies

• Strong attention to detail
• Desire to help and educate others
• Organization skills
• Teamwork
• Ability to multi-task
• Problem-solving skills

Education

• College degree or equivalent experience preferred

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.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Microsoft Outlook, Excel, PowerPoint, and Word: 7 years (Required)

Work Location: Remote

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