Personal Lines Senior Client Manager - NJ​/NY Metro

Overview

Personal Lines Senior Client Manager - NJ Metro

Location:

New Jersey. This position requires managing client service activities for a book of business with focus on personal lines, renewal strategies, and client relationships.

Independently leads client service including all primary activities listed below. Acts autonomously on most decisions without guidance or direction and delivers renewal messaging for most clients within the book of business. Uses judgment on more manual renewals to execute on the service plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.

• 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
• 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
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance and invoices
• 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
• May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

• 3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.

• Must hold state Property & Casualty insurance license

• Must be proficient in Excel (formulas, charts and tables);
  Word, and other MS Office products
• Able to understand new technology platforms quickly
• Proficient in agency management systems and carrier sites
• Hands-on customer service approach. Maintains effective relationships with clients, coworkers, and colleagues
• Able to work in a team environment. Easily gains the trust and support of peers
• Deep understanding of client requirements, competitive market, industry trends; recognized as a subject matter expert
• Work output is accurate, proactive, highly detailed and organized; able to perform in a fast-paced environment
• Ability to develop short- and long-term strategies with high impact on clients/prospects and the business; anticipates obstacles and identifies ways to overcome them
• Provides resolution to a diverse range of problems using critical thinking

• High School Diploma or Equivalent

Office work involves desk work; typical sedentary duties with occasional lifting up to 10 pounds. Repetitive motions, typing, and walking/standing as required.

This position is located in New Jersey. The base salary for this position at the time of posting may range from $60,000 to $64,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs. More details at the employer careers page.

World Insurance Associates (WIA) is an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We provide reasonable accommodations to qualified applicants or employees with known disabilities, unless an accommodation would impose an undue hardship.