Personal Lines Renewal & Coverage Specialist

World Insurance Associates LLC; Freehold (NJ); On-site; USD 52,000 - 76,000; Full time

Job summary

World Insurance Associates LLC is seeking a client service professional with 3+ years of Personal Property and Casualty insurance experience. The role involves evaluating exposures, renewals, and coverage recommendations, while handling billing, bindings, and document management within EPIC.

The ideal candidate holds a Property & Casualty license and possesses strong Excel and MS Office skills, plus excellent communication and teamwork abilities in a fast-paced environment.

Qualifications

• 3+ years of experience in Personal Property and Casualty with an understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• HS Diploma or equivalent.

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 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 and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
• Create activities in EPIC and assign to applicable team member.
• Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Skills

Excel

MS Office

Communication skills

Team player

Customer information gathering

Problem solving

Attention to detail

Fast-paced environment

Education

HS Diploma or equivalent

Tools

EPIC

Comparative rater tool

Job description

World Insurance Associates LLC is seeking a client service professional with 3+ years of Personal Property and Casualty insurance experience. The role involves evaluating exposures, renewals, and coverage recommendations, while handling billing, bindings, and document management within EPIC.

The ideal candidate holds a Property & Casualty license and possesses strong Excel and MS Office skills, plus excellent communication and teamwork abilities in a fast-paced environment.