Personal Lines Client Services Specialist

World Insurance Associates LLC; Clinton (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates LLC is seeking a capable client services professional to support renewal activity and client communications. You will review renewals, advise on coverage options, and leverage a comparative rater tool to obtain quotes while handling billing and document workflows.

Ideal candidates will have 3+ years in Personal Property and Casualty, possess a P&C license, and demonstrate strong Excel/Office skills.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Responsibilities

• Evaluates exposures and renewal quote.
• 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 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.

Skills

Excel proficiency

Client relationship

Communication skills

Team player

Attention to detail

Education

HS Diploma or equivalent

Tools

EPIC system

Comparative rater tool

MS Office (Excel/Word)

Job description

World Insurance Associates LLC is seeking a capable client services professional to support renewal activity and client communications. You will review renewals, advise on coverage options, and leverage a comparative rater tool to obtain quotes while handling billing and document workflows.

Ideal candidates will have 3+ years in Personal Property and Casualty, possess a P&C license, and demonstrate strong Excel/Office skills.