Hybrid Senior Personal Lines Client Leader

World Insurance As; Anderson (SC); On-site; USD 55,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking an experienced insurance professional to lead client service and renewal activities. The role emphasizes independent decision-making, market knowledge, and the ability to deliver renewal messaging within a busy book of business.

You will evaluate exposures, review renewals, and determine remarketing opportunities, while supporting a team with high standards for accuracy and client satisfaction.

Qualifications

• 3+ years in Personal Property & Casualty with solid insurance knowledge.
• Proficient in Excel, including formulas, charts and tables.
• Experience with agency management systems and carrier sites.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews upcoming renewals and determines which accounts warrant remarket.
• Makes coverage recommendations.
• Uses comparative rater tool to obtain quotes.
• Transacts agency billing where applicable.
• Obtains signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Responsible for rounding out accounts and selling all of World.

Skills

Excel formulas (and charts)

MS Office

Agency management systems

Carrier systems

Customer service

Education

High School Diploma or Equivalent

Tools

EPIC

Comparative rater tool

Job description

World Insurance Associates is seeking an experienced insurance professional to lead client service and renewal activities. The role emphasizes independent decision-making, market knowledge, and the ability to deliver renewal messaging within a busy book of business.

You will evaluate exposures, review renewals, and determine remarketing opportunities, while supporting a team with high standards for accuracy and client satisfaction.