Senior Personal Lines Client Advisor

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

Job summary

World Insurance Associates in New Jersey seeks an experienced client service professional to independently manage renewals, evaluate exposures, and advise on coverage. You will act autonomously on many decisions and lead renewal messaging for a broad book of clients.

The role requires a Property & Casualty license, 3+ years in personal property and casualty, strong Excel skills, and proficiency with EPIC and carrier portals to quote, bind, and document renewals.

Qualifications

• 3+ years in Personal Property & Casualty insurance.
• Must hold Property & Casualty license.
• Strong MS Excel skills and MS Word proficiency.
• Detail-oriented with focus on client service.
• Ability to work in a fast-paced environment.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews renewals and determines market remarkets.
• Make coverage recommendations.
• Transacts agency billing and binds where applicable.
• Processes renewals, endorsements, and proofs of insurance.
• Maintains accurate account details in EPIC.

Skills

Excel formulas

MS Office

Customer service

Teamwork

Analytical thinking

Education

HS Diploma or equivalent

Tools

EPIC system

Carrier sites

Job description

World Insurance Associates in New Jersey seeks an experienced client service professional to independently manage renewals, evaluate exposures, and advise on coverage. You will act autonomously on many decisions and lead renewal messaging for a broad book of clients.

The role requires a Property & Casualty license, 3+ years in personal property and casualty, strong Excel skills, and proficiency with EPIC and carrier portals to quote, bind, and document renewals.