Senior Personal Lines Account Manager - Renewals Lead

World Insurance As; Franklin Township (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

World Insurance Associates, a leading insurance broker, seeks an experienced Client Services Manager in New Jersey. You will independently manage client renewals, evaluate exposures, and provide coverage recommendations while delivering exceptional service to a diverse book of business.

The role requires 3+ years in Personal Property & Casualty and a Property & Casualty license. Proficiency in EPIC, Excel, and MS Office is essential, with a strong client-service orientation and teamwork mindset.

Qualifications

• 3+ years of Personal Property & Casualty experience
• State Property & Casualty insurance license
• Proficient in Excel and MS Office
• Experience with agency management systems
• Strong client service orientation

Responsibilities

• Evaluates exposures and renewal quotes
• Reviews renewals and determines remarket need
• Make coverage recommendations
• Transact agency billing and notify carriers
• Process renewals, endorsements, cancellations
• Maintain account details in EPIC and organize documents
• Prepare client communications to carriers and clients

Skills

Excel formulas

MS Office

Client relationship management

Team collaboration

Critical thinking

Education

HS Diploma or equivalent

Tools

EPIC

Agency management systems

Carrier sites

Job description

World Insurance Associates, a leading insurance broker, seeks an experienced Client Services Manager in New Jersey. You will independently manage client renewals, evaluate exposures, and provide coverage recommendations while delivering exceptional service to a diverse book of business.

The role requires 3+ years in Personal Property & Casualty and a Property & Casualty license. Proficiency in EPIC, Excel, and MS Office is essential, with a strong client-service orientation and teamwork mindset.