Senior Personal Lines Client Strategist

Alamo Insurance Services Inc.; Lakewood Township (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional in New Jersey to independently manage client services and renewal messaging with high autonomy.

Role requires 3+ years in Personal Property & Casualty, an active Property & Casualty license, and strong Excel/MS Office skills. Proficiency with EPIC and agency systems is essential, along with excellent customer service and teamwork.

Qualifications

• Requires Property & Casualty insurance license (state)
• Proficient in Excel (formulas, charts & tables) and MS Office
• Able to understand new technology platforms quickly
• Proficient in agency management systems and carrier sites
• Hands-on customer service with strong relationships
• Ability to work in a team and gain trust of peers

Responsibilities

• Independently lead client service and renewal messaging with most decisions autonomy.
• Evaluate exposures and renewal quotes; determine accounts warrant remarket.
• Make coverage recommendations and transact agency billing.
• Obtain signed bindings and notify carriers; review binding documents for accuracy.
• Maintain account details in EPIC and process renewals, endorsements, proofs of insurance.
• Create communications to clients and carriers using templates and forms.
• Develop short- and long-term strategies to impact client/prospects and business.

Skills

Excel (formulas, charts & tables)

MS Office

Client service

Teamwork

Relationship management

Education

HS Diploma or equivalent

Tools

EPIC

Agency management systems

Carrier websites

Job description

World Insurance Associates is seeking an experienced client service professional in New Jersey to independently manage client services and renewal messaging with high autonomy.

Role requires 3+ years in Personal Property & Casualty, an active Property & Casualty license, and strong Excel/MS Office skills. Proficiency with EPIC and agency systems is essential, along with excellent customer service and teamwork.