Personal Lines Account Leader – Renewals & Client Care

Career Site WIA - External Site; Claremont (NH); Vor Ort; USD 55.000 - 70.000; Vollzeit

Zusammenfassung

World Insurance Associates seeks a client service professional with 3+ years in Personal Property and Casualty and a valid Property & Casualty license. The role emphasizes renewal management, coverage recommendations, and billing using the agency’s systems.

Located in New Hampshire, the position offers salary in a competitive range with benefits and potential bonuses. Strong Excel and communication skills are essential for success in this team-driven environment.

Qualifikationen

• 3+ years’ experience in Personal Property and Casualty
• Property & Casualty license required
• HS Diploma or equivalent

Aufgaben

• Evaluates exposures and renewal quotes
• Review upcoming renewals and determine which accounts warrant remarket
• Make coverage recommendations
• Utilize comparative rater tool to obtain quotes
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviews binding documents for accuracy
• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, 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 to produce standard communications
• Create activities in EPIC and assign to applicable team member
• Pull items such as MVR, CLUES, Risk Meters, RCE

Kenntnisse

Excel

MS Office

Communication

Customer intake

Problem solving

Time management

Teamwork

Attention to detail

Client portals

Ausbildung

HS Diploma

Tools

EPIC

Comparative rating tool

Jobbeschreibung

World Insurance Associates seeks a client service professional with 3+ years in Personal Property and Casualty and a valid Property & Casualty license. The role emphasizes renewal management, coverage recommendations, and billing using the agency’s systems.

Located in New Hampshire, the position offers salary in a competitive range with benefits and potential bonuses. Strong Excel and communication skills are essential for success in this team-driven environment.