Senior Personal Lines Client Advisor

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

Job summary

World Insurance Associates seeks an experienced insurance professional to independently lead client service and renewal activities in New Jersey. The role involves evaluating exposures, recommending coverages, and managing renewals while leveraging EPIC and carrier systems to ensure accurate policy details and timely communications.

Candidates should have a minimum of 3+ years in Personal Property & Casualty, hold a P&C license, and demonstrate strong Excel/ MS Office proficiency.

Qualifications

• 3+ years’ experience in Personal Property & Casualty insurance.
• Must hold state Property & Casualty insurance license.
• Proficient in Excel and MS Office; able to learn new platforms quickly.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Utilize comparison tools to obtain quotes.
• Transact agency billing where applicable.
• Obtain signed binding and notify carriers.
• Review binding documents for accuracy.
• Rounding out accounts by selling all of World.

Skills

Excel formulas

MS Office

Client service

Teamwork

Agency management systems

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates seeks an experienced insurance professional to independently lead client service and renewal activities in New Jersey. The role involves evaluating exposures, recommending coverages, and managing renewals while leveraging EPIC and carrier systems to ensure accurate policy details and timely communications.

Candidates should have a minimum of 3+ years in Personal Property & Casualty, hold a P&C license, and demonstrate strong Excel/ MS Office proficiency.