Senior Personal Lines Client Manager & Renewal Specialist

World Insurance Associates LLC; Woodbridge Township (NJ); Vor Ort; USD 50.000 - 55.000; Vollzeit

Zusammenfassung

World Insurance Associates in New Jersey (Woodbridge Township area) seeks an experienced client service professional in Personal Property & Casualty to independently manage renewal activities, evaluate exposures, and advise on coverage options while coordinating with carriers and clients.

The role requires a state Property & Casualty license, 3+ years in P&C, strong Excel skills, and proficiency with agency management systems. Base salary ranges $50,000–$55,000 with benefits and performance pay.

Qualifikationen

• 3+ years’ experience in Personal Property & Casualty.
• Must hold state Property & Casualty license.
• Proficient in Excel and MS Office.
• Experience with EPIC or similar system.

Aufgaben

• Evaluate exposures and renewal quotes.
• Review upcoming renewals and determine remarket needs.
• Make coverage recommendations for clients.
• Transact agency billing where applicable.
• Obtain signed bindings and notify carriers.
• Review binding documents for accuracy.
• Maintain accurate account details in EPIC.

Kenntnisse

P&C insurance knowledge

Client servicing

Excel skills

Agency management systems

Strong communication

Team oriented

Ausbildung

High School Diploma or equivalent

Tools

Excel formulas & charts

Agency management systems

Carrier sites

Jobbeschreibung

World Insurance Associates in New Jersey (Woodbridge Township area) seeks an experienced client service professional in Personal Property & Casualty to independently manage renewal activities, evaluate exposures, and advise on coverage options while coordinating with carriers and clients.

The role requires a state Property & Casualty license, 3+ years in P&C, strong Excel skills, and proficiency with agency management systems. Base salary ranges $50,000–$55,000 with benefits and performance pay.