Senior Commercial Lines Client Strategist

World Insurance Associates LLC; Lakewood Township (NJ); On-site; USD 73,300 - 90,500; Full time

Job summary

World Insurance Associates in New Jersey is seeking a Senior Client Manager to act as the primary service contact for commercial clients, ensuring client satisfaction and strategic planning. The role emphasizes excellent customer service leadership and representing client needs within the organization.

Responsibilities include evaluating exposures, obtaining quotes, negotiating with carriers, and maintaining EPIC records.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong written and verbal communication skills.

Responsibilities

• Evaluate exposures, obtain quotes, review, negotiate and finalize quotes.
• Obtain information from client, analyze risk, and apply technical expertise to make recommendations.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, cancellations, and proofs of insurance.

Skills

Excel proficiency

EPIC system

MS Office

Customer service

Communication

Education

High School Diploma

Tools

EPIC

Excel

Word

Job description

World Insurance Associates in New Jersey is seeking a Senior Client Manager to act as the primary service contact for commercial clients, ensuring client satisfaction and strategic planning. The role emphasizes excellent customer service leadership and representing client needs within the organization.

Responsibilities include evaluating exposures, obtaining quotes, negotiating with carriers, and maintaining EPIC records.