Strategic Commercial Lines Client Partner

World Insurance Associates LLC; Hammonton (NJ); On-site; USD 73,300 - 90,500; Full time

Job summary

World Insurance Associates in New Jersey is seeking a Senior Client Manager to serve as the primary service contact for a select book of commercial clients, driving client satisfaction and strategic planning.

You will evaluate exposures, obtain quotes, negotiate terms, finalize submissions, and manage renewals while maintaining accurate client and policy data in EPIC. A Property & Casualty license is required and candidates should have 3+ years of experience.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong Excel and MS Office proficiency; experience with EPIC preferred.

Responsibilities

• Evaluates exposures, obtains quotes, reviews, negotiates and finalizes quotes.
• Obtains information from client, analyzes risk, and applies technical knowledge to recommendations.
• Determines markets within Core Carrier Strategy.
• Creates solutions and recommendations for strategy meetings with Client Advisor.
• Creates complete carrier submission and submits.
• Obtains signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.
• Set up and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, cancellations and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.
• Create activities in EPIC and assign to applicable team member.
• Maybe responsible for ordering loss runs, generating proofs and endorsements and audit review.

Skills

Excel

Client relationship management

Communication skills

Problem solving

Time management

Education

High School Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates in New Jersey is seeking a Senior Client Manager to serve as the primary service contact for a select book of commercial clients, driving client satisfaction and strategic planning.

You will evaluate exposures, obtain quotes, negotiate terms, finalize submissions, and manage renewals while maintaining accurate client and policy data in EPIC. A Property & Casualty license is required and candidates should have 3+ years of experience.