Personal Lines Client Manager - I

World Insurance Associates LLC; Woodbridge Township (NJ); On-site; USD 57,000 - 62,000; Full time

Job summary

World Insurance Associates is seeking an experienced Personal Lines Account Manager to support the Account Executive with client management and retention. This role focuses on delivering high-level service to a growing book of Personal Lines business.

Located in New York, the position offers a base salary of $57,000 to $62,000 plus a competitive benefits package and variable pay programs. A Property & Casualty license and strong communication skills are required.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• 3–7 years of Personal Lines Account Management experience.
• Property & Casualty license required.
• Valid driver’s license and insurance.
• Proficiency with Microsoft Office; experience with AMS like Applied/Epic preferred.

Responsibilities

• Support Account Executive with client management and retention.
• Manage a high-volume Personal Lines book, ensuring accuracy and timeliness.
• Grow client loyalty through relationships, service and communication.
• Handle renewals, service requests, claims, billing and new policies.
• Review applications, policies, endorsements and audits for accuracy.
• Coordinate expiration list with manager for renewals.
• Understand markets, underwriting guidelines, and submission procedures.

Skills

Client relationship management

Organization

Problem solving

Independent work

Education

Bachelor’s degree or equivalent

Tools

Applied/Epic or similar AMS

MS Office

Job description

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 one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary

• This position supports the Account Executive with responsibilities related to client management and retention

Essential Duties and Responsibilities

• Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
• Handling renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information

Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• 3-7 years minimum Personal Lines Account Management experience required
• Property & Casualty License required
• Valid driver’s license and insurance, required
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred
• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Compensation

This position is located in New York. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visithttps://www.worldinsurance.com/careersfor more details.

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.