Senior Personal Lines Client Advisor

World Insurance As; Clinton (NJ); Presencial; USD 60 000 - 85 000; Tempo integral

Resumo da oferta

World Insurance Associates in New Jersey is seeking an experienced Property & Casualty client service professional who independently handles renewal activities and client communications. You will evaluate exposures, advise on renewals, and help secure favorable terms for our clients.

Position requires a Property & Casualty license, strong Excel abilities, and proficiency with agency management systems. Join a collaborative team and contribute to comprehensive risk management solutions.

Qualificações

• 3+ years of experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong Excel skills and proficiency with agency management systems.

Responsabilidades

• Evaluates exposures and renewal quotes.
• Reviews upcoming renewals and determines if remarketing is warranted.
• Makes coverage recommendations.
• Transacts agency billing and notifies carriers.
• Obtains signed bindings and reviews documents for accuracy.
• Maintains accurate account details and policy information in the agency system.

Conhecimentos

Customer service

Teamwork

Problem solving

Critical thinking

Attention to detail

Formação académica

HS Diploma or equivalent

Ferramentas

Excel

Agency management systems

Carrier sites

Descrição da oferta de emprego

World Insurance Associates in New Jersey is seeking an experienced Property & Casualty client service professional who independently handles renewal activities and client communications. You will evaluate exposures, advise on renewals, and help secure favorable terms for our clients.

Position requires a Property & Casualty license, strong Excel abilities, and proficiency with agency management systems. Join a collaborative team and contribute to comprehensive risk management solutions.