Senior Personal Lines Client Growth Lead

World Insurance As; Belmar (NJ); In loco; USD 60.000 - 85.000; Tempo pieno

Descrizione del lavoro

World Insurance Associates, a leading U.S. insurance broker, is seeking an experienced client service professional in New Jersey. The role centers on managing renewals, advising on coverage, and selling World’s comprehensive services.

You will evaluate exposures, prepare renewal messaging, and coordinate with carriers to ensure accurate policy administration. Candidate must hold a Property & Casualty license and be proficient in Excel and agency systems.

Competenze

• 3+ years in Personal Property & Casualty with strong insurance knowledge.
• Must hold state Property & Casualty license.
• Proficient in Excel and agency systems; able to learn quickly.

Mansioni

• Leads client service and renewals autonomously.
• Evaluates exposures and renewal quotes for clients.
• Reviews binding documents for accuracy and processes renewals.
• Performs contract reviews and suggests coverage changes.
• Maintains account details in EPIC and documents templates.
• Resolves client inquiries with thorough, timely responses.

Conoscenze

Excel

MS Office

Client service

Team workflow

Critical thinking

Renewal analysis

Agency management systems

Formazione

HS Diploma or equivalent

Strumenti

EPIC

Other agency systems

Descrizione del lavoro

World Insurance Associates, a leading U.S. insurance broker, is seeking an experienced client service professional in New Jersey. The role centers on managing renewals, advising on coverage, and selling World’s comprehensive services.

You will evaluate exposures, prepare renewal messaging, and coordinate with carriers to ensure accurate policy administration. Candidate must hold a Property & Casualty license and be proficient in Excel and agency systems.