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World Insurance Associates LLC · 10 hours ago

Personal Lines Client Manager

Exeter, NH

Full-time

Onsite

Mid, Senior Level

3+ years exp

World Insurance Associates LLC is one of the fastest-growing insurance brokers in the U.S., specializing in personal and commercial insurance lines. The Personal Lines Client Manager will support the Account Executive with client management and retention, ensuring high service levels and effective management of a personal lines insurance portfolio.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time

Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

Handling renewals, service requests, claims, billing and new policies

Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures

Review all applications, policies, endorsements and audits for accuracy

Complete loss/claim analysis and summaries

Coordinate expiration list with department manager to obtain renewal business information

Qualification

Personal Lines Account ManagementProperty & Casualty LicenseMicrosoft OfficeApplied/Epic softwareMulti-taskingEffective communicationSelf-motivated

Required

3-7 years minimum Personal Lines Account Management experience required

Property & Casualty License required

Valid driver's license and insurance, required

Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

Able to work independently and enjoy a high degree of interaction with team members

Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information

Ability to maintain a professional demeanor and positive attitude

Preferred

Bachelor's degree or equivalent work experience, preferred

Applied/Epic or similar agency management software experience, preferred

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees