Senior Personal Lines Insurance Client Lead

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

Job summary

World Insurance Associates in New Jersey is seeking an experienced Personal Property & Casualty insurance professional to independently manage client service, renewals, and coverage recommendations. You will use agency management systems and carrier portals, prepare quotes, endorsements, and billing, and maintain accurate policy details.

Candidates should have a state Property & Casualty license, 3+ years of P&C experience, and strong Excel/Office skills; a client-focused, team-oriented approach

Qualifications

• 3+ years of Personal Property & Casualty experience.
• Must hold state Property & Casualty insurance license.
• Strong Excel, Word, and MS Office skills.
• Proficient in agency management systems and carrier sites.
• Excellent client service and relationship-building abilities.
• Team player with detail-oriented approach.

Responsibilities

• Evaluates exposures and renewal quote.
• 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 notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.
• 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.
• Attach, organize, and name documents in EPIC.
• Initiate endorsements, proofs of insurance and invoices.
• Leverage templates and system generated letters to produce standard communications (BOR, pre-renewal letters, etc.).
• Create activities in EPIC and assign to applicable team member.
• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE.

Skills

Client service

Team player

Excel

Word

MS Office

Tech savvy

Education

High School Diploma

Property & Casualty license

Tools

Agency management systems

Carrier portals

Job description

World Insurance Associates in New Jersey is seeking an experienced Personal Property & Casualty insurance professional to independently manage client service, renewals, and coverage recommendations. You will use agency management systems and carrier portals, prepare quotes, endorsements, and billing, and maintain accurate policy details.

Candidates should have a state Property & Casualty license, 3+ years of P&C experience, and strong Excel/Office skills; a client-focused, team-oriented approach