Senior Personal Lines Client & Renewal Advisor

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

Job summary

World Insurance Associates, a leading insurance broker, seeks a skilled professional to independently manage client service and renewal activities in New Jersey. You will evaluate exposures, recommend coverages, and coordinate quotes and billing using EPIC and carrier systems.

Candidate must have 3+ years in Personal Property & Casualty, a active P&C license, and strong Excel/Office proficiency. This role emphasizes service excellence and cross-team collaboration in a fast-paced environment.

Qualifications

• 3+ years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficient in Excel (formulas, charts, tables), Word, and MS Office products.

Responsibilities

• Evaluates exposures and renewal quotes.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Utilize comparative rater tool to obtain quotes.
• Transact agency billing where applicable.
• Obtain signed binding and notify carriers.
• Review binding documents for accuracy.
• Maintain accurate account details in EPIC.

Skills

Client service

Teamwork

Analytical thinking

Problem solving

Education

HS Diploma or equivalent

Tools

EPIC

Comparative Rater Tool

Agency management systems

Job description

World Insurance Associates, a leading insurance broker, seeks a skilled professional to independently manage client service and renewal activities in New Jersey. You will evaluate exposures, recommend coverages, and coordinate quotes and billing using EPIC and carrier systems.

Candidate must have 3+ years in Personal Property & Casualty, a active P&C license, and strong Excel/Office proficiency. This role emphasizes service excellence and cross-team collaboration in a fast-paced environment.