Senior Personal Lines Client Advisor

World Insurance Associates LLC; Cape May Court House (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

World Insurance Associates is seeking an experienced insurance professional in New Jersey to support client service and renewal activities within a fast-paced, detail-oriented environment.

Primary duties include evaluating exposures, obtaining renewal quotes via comparative rater tools, and maintaining accurate policy information in EPIC while ensuring timely processing of renewals and endorsements.

Qualifications

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

Responsibilities

• Evaluate exposures and renewal quotes.
• Review renewals and determine accounts to remarket.
• Make coverage recommendations and obtain quotes via comparative rater.
• Transact agency billing and obtain signed bindings.
• Review binding documents for accuracy.
• Maintain account details and policy data in EPIC.
• Process renewals and endorsements.

Skills

Communication skills

Interpersonal skills

Team player

Attention to detail

Time management

Education

HS Diploma or equivalent

Tools

EPIC

Excel

Word

Job description

World Insurance Associates is seeking an experienced insurance professional in New Jersey to support client service and renewal activities within a fast-paced, detail-oriented environment.

Primary duties include evaluating exposures, obtaining renewal quotes via comparative rater tools, and maintaining accurate policy information in EPIC while ensuring timely processing of renewals and endorsements.