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Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development, • Vision insurance Position Overview Benefit Quest is seeking a dynamic and experienced Account Manager to join our growing team. Will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients. Personal Lines Account Manager Key Responsibilities We are seeking a highly organized, client-focused Personal Lines Account Manager to oversee and service a growing book of personal lines insurance business. This role requires a proactive, detail-oriented professional with experience in home, auto, umbrella, and other personal lines products. Key responsibilities include: • Account Management: Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction., • Independence: Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team., • Client Service & Retention: Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships., • Quoting & Marketing: Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation., • Policy Administration: Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity., • Reporting & Documentation: Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities., • Carrier & Producer Collaboration: Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution., • Compliance & Knowledge: Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service., • Administrative Support: Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.This position requires a strong understanding of personal lines insurance, AMS360 proficiency, and excellent organizational and communication skills. Qualifications • Current Property & Casualty License., • 3 - 5+ years New York and New Jersey Property & Casualty Account Management experience., • Excellent verbal and written communication skills to build rapport and trust with clients., • Detail-oriented with strong organizational and time management skills., • Ability to work independently and as part of a team in a remote work environment., • Strong computer and technology skills. Proficiency in Microsoft Office Suite., • Experience with AMS360.Benefits, • Competitive salary commensurate with experience., • Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match., • Opportunities for professional development and career advancement.We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive. This is a remote position.

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary 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 book of business. Uses judgment on more manual renewals to execute on 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. Primary Responsibilities Primary Activities (60% or more of time) * 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 * Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable * Setup and maintain accurate account details, contacts, and policy information in EPIC * Process renewals, endorsement, 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 request, 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. Position Specific Skills/Qualifications Work Experience * 3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications * Must hold state Property & Casualty insurance license Essential Skills/Competencies * Must be proficient in Excel (specifically 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 personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. * Able to work in a team environment. Easily gains the trust and support of peers. * Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. * Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment. * Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. * Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education * High School Diploma or Equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $60,000 to $65,000. 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, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR p3IAr0dVug