Personal Lines Client Manager — Growth & Renewal Expert

World Insurance Associates LLC; Hammonton (NJ); On-site; USD 52,000 - 65,000; Full time

Job summary

World Insurance Associates LLC is seeking an experienced insurance professional to help manage client service activities related to personal property and casualty renewals. You will review renewals, quote exposures, and advise on coverage options while coordinating with carriers and clients.

Proficiency with EPIC and a strong knowledge of P&C insurance are essential. A valid P&C license, and strong Excel skills are required to support accurate documentation and billing processes in a fast-paced

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficiency in MS Office; ability to work with templates and forms.

Responsibilities

• Evaluates exposures and renewal quote.
• Reviews upcoming renewals and determines which accounts warrant remarket.
• Makes coverage recommendations and uses a comparative rater to obtain quotes.
• Transacts agency billing and notifies carriers.
• Reviews binding documents for accuracy.
• Maintains account details, contacts, and policy information in EPIC.
• Processes renewals, endorsements, proofs of insurance, and cancellations.

Skills

Excel

MS Office

Communication

Team collaboration

Attention to detail

Problem solving

Self-serve portals

Education

HS Diploma

Tools

EPIC

Comparative Rater

Job description

World Insurance Associates LLC is seeking an experienced insurance professional to help manage client service activities related to personal property and casualty renewals. You will review renewals, quote exposures, and advise on coverage options while coordinating with carriers and clients.

Proficiency with EPIC and a strong knowledge of P&C insurance are essential. A valid P&C license, and strong Excel skills are required to support accurate documentation and billing processes in a fast-paced