Personal Lines Senior Client Manager - Iselin, NJ

World Insurance Associates LLC; Woodbridge Township (NJ); On-site; USD 50,000 - 55,000; Full time

Job summary

World Insurance Associates in New Jersey (Woodbridge Township area) seeks an experienced client service professional in Personal Property & Casualty to independently manage renewal activities, evaluate exposures, and advise on coverage options while coordinating with carriers and clients.

The role requires a state Property & Casualty license, 3+ years in P&C, strong Excel skills, and proficiency with agency management systems. Base salary ranges $50,000–$55,000 with benefits and performance pay.

Qualifications

• 3+ years’ experience in Personal Property & Casualty.
• Must hold state Property & Casualty license.
• Proficient in Excel and MS Office.
• Experience with EPIC or similar system.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review upcoming renewals and determine remarket needs.
• Make coverage recommendations for clients.
• Transact agency billing where applicable.
• Obtain signed bindings and notify carriers.
• Review binding documents for accuracy.
• Maintain accurate account details in EPIC.

Skills

P&C insurance knowledge

Client servicing

Excel skills

Agency management systems

Strong communication

Team oriented

Education

High School Diploma or equivalent

Tools

Excel formulas & charts

Agency management systems

Carrier sites

Job description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.

Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.

May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.

Primary Responsibilities

Primary Activities (60% or more of time)

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

Contract Reviews

Responsible for rounding out accounts and “Selling all of World”

Other Responsibilities, as applicable

Setup and maintain accurate account details, contacts, and policy information in EPIC

Process renewals, endorsement, 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

May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Position Specific Skills/Qualifications

Work Experience

3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications

Must hold state Property & Casualty insurance license

Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.

Able to understand new technology platforms quickly

Proficient in agency management systems and carrier sites

Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.

Able to work in a team environment. Easily gains the trust and support of peers.

Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.

Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.

Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.

Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

High School Diploma or Equivalent

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Compensation

This position is located in New Jersey. The base salary for this position at the time of this posting may range from $50,000 to $55,000. 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.