Senior Personal Lines Client Success Strategist

World Insurance Associates LLC; Keene (NH); On-site; USD 60,000 - 90,000; Full time

Job summary

World Insurance Associates in Keene, New Hampshire, is seeking an experienced Personal Property & Casualty specialist to join our client service team. You will independently manage renewal messaging, evaluate exposures, and make coverage recommendations while collaborating with carriers and clients.

The ideal candidate holds a valid Property & Cas ualty license, has 3+ years of P&C experience, and is proficient with Excel, Word, and agency systems like EPIC.

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 and tables); Word and other MS Office products.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.
• Responsible for rounding out accounts and “Selling all of World”
• Setup and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance.

Skills

P&C knowledge

Client service

Renewals

Sales awareness

Education

High School Diploma or Equivalent

Tools

EPIC

Excel

MS Office

Job description

World Insurance Associates in Keene, New Hampshire, is seeking an experienced Personal Property & Casualty specialist to join our client service team. You will independently manage renewal messaging, evaluate exposures, and make coverage recommendations while collaborating with carriers and clients.

The ideal candidate holds a valid Property & Cas ualty license, has 3+ years of P&C experience, and is proficient with Excel, Word, and agency systems like EPIC.