Senior Personal Lines Client Advisor

Alamo Insurance Services Inc.; Margate City (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

World Insurance Associates in New Jersey is seeking a licensed Property & Casualty professional to independently manage client service, renewals, and coverage recommendations. You will handle billing, document review, and carrier communications, aiming to maximize client satisfaction and cross-sell opportunities.

The role requires 3+ years in Personal Property & Casualty, strong Excel skills, and proficiency with agency management systems.

Qualifications

• Must hold state Property & Casualty license.
• Proficient in Excel (formulas, charts & tables), Word, and other MS Office products.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems and carrier sites.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Review binding documents for accuracy.
• Contract reviews.
• Responsible for rounding out accounts and selling all of World.

Skills

Excel formulas

Charts & tables

MS Office

Customer service

Education

HS Diploma

Job description

World Insurance Associates in New Jersey is seeking a licensed Property & Casualty professional to independently manage client service, renewals, and coverage recommendations. You will handle billing, document review, and carrier communications, aiming to maximize client satisfaction and cross-sell opportunities.

The role requires 3+ years in Personal Property & Casualty, strong Excel skills, and proficiency with agency management systems.