Personal Lines Client Advocate & Renewal Specialist

World Insurance Associates LLC; Wall Township (NJ); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

World Insurance Associates in Wall Township, NJ seeks an experienced client service professional to support personal property and casualty renewals. With guidance, you will manage renewals, advise on coverage, and handle billing and documentation in EPIC.

The successful candidate will hold a Property & Casualty license, demonstrate strong communication, and collaborate effectively with clients and colleagues to ensure accurate, timely servicing in a fast-paced environment.

Competenze

• 3+ years’ experience in Personal Property and Casualty
• State Property & Casualty license required
• Strong written, oral, and interpersonal communication skills

Mansioni

• Evaluates exposures and renewal quote
• Review upcoming renewals and determine accounts warrant remarket
• Make coverage recommendations
• Transact agency billing where applicable
• Obtain signed binding and notify carriers
• Reviews binding documents for accuracy
• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, 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
• Create activities in EPIC and assign to applicable team member
• Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Conoscenze

Client service

Communication skills

Team player

Formazione

HS Diploma or equivalent

Strumenti

Excel

MS Office

Descrizione del lavoro

World Insurance Associates in Wall Township, NJ seeks an experienced client service professional to support personal property and casualty renewals. With guidance, you will manage renewals, advise on coverage, and handle billing and documentation in EPIC.

The successful candidate will hold a Property & Casualty license, demonstrate strong communication, and collaborate effectively with clients and colleagues to ensure accurate, timely servicing in a fast-paced environment.