Senior Personal Lines Account Manager

World Insurance As

Village of Brewster (NY)

On-site

USD 60,000 - 80,000

Full time

8 days ago

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Job summary

World Insurance Associates in New York is seeking a skilled client service professional to independently lead servicing activities for personal property and casualty accounts. You will review renewals, advise on coverage, obtain quotes, and coordinate billing and policy documents.

The role requires 3+ years of P&C experience, a Property & Casualty license, and strong Excel/MS Office skills. You will maintain accurate account details in EPIC, support carriers, and help deliver exceptional service

Qualifications

3+ years of Personal Property & Casualty insurance experience.
Property & Casualty license required.
HS Diploma or equivalent.
Proficient in Excel and MS Office; able to learn new tools quickly.

Responsibilities

Lead client service activities autonomously for most renewal-related tasks.
Evaluate exposures and renewal quotes; determine which accounts warrant remarket.
Make coverage recommendations and obtain quotes via the comparative rater tool.
Transact agency billing and obtain signed bindings; notify carriers.
Review binding documents for accuracy and completeness; contract reviews.
Maintain accurate account details, contacts, and policy information in EPIC.
Process renewals, endorsements, cancellations, and proofs of insurance.
Prepare and send standard communications to clients and carriers using templates.