Personal Lines Insurance Specialist

World Insurance Associates LLC; Livingston (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

World Insurance Associates, a leading insurance broker, seeks a renewal-focused professional to manage client service and renewal-related activities. The role involves handling renewals, endorsements, and billing while ensuring accuracy and timely communication with carriers and clients.

Located in New York, the position requires 3+ years in Personal Property and Casualty and a Property & Casualty license, with strong Excel and MS Office skills and solid client-facing abilities.

Qualifications

• Must hold state Property & Casualty license.
• Functional knowledge of Excel; proficient in Excel, Word, and MS Office.
• Maintains effective relationships with clients, coworkers, and colleagues; team player.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• 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, 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 to produce standard communications to clients and carriers.

Skills

Property & Casualty license

Excel proficiency

MS Office

Communication skills

Team player

Education

HS Diploma or equivalent

Tools

EPIC system

Job description

World Insurance Associates, a leading insurance broker, seeks a renewal-focused professional to manage client service and renewal-related activities. The role involves handling renewals, endorsements, and billing while ensuring accuracy and timely communication with carriers and clients.

Located in New York, the position requires 3+ years in Personal Property and Casualty and a Property & Casualty license, with strong Excel and MS Office skills and solid client-facing abilities.