Personal Lines Account Leader

Alamo Insurance Services Inc.; Alexandria (LA); On-site; USD 60,000 - 85,000; Full time

Job summary

World Insurance Associates in Alexandria, LA is seeking an experienced Client Service professional to support personal property and casualty renewals and client interactions.

You will evaluate exposures, process renewals, and work with carriers in EPIC, Excel, and Word to ensure accurate policy details.

The role requires a current P&C license, strong communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• State Property & Casualty insurance license required.
• Strong Excel and Word skills for formatting and formulas.
• Excellent written and verbal communication; team player.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• 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.

Skills

Excel

Word

MS Office

Communication skills

Team collaboration

Education

HS Diploma or equivalent

Tools

EPIC

Client management systems

Job description

World Insurance Associates in Alexandria, LA is seeking an experienced Client Service professional to support personal property and casualty renewals and client interactions.

You will evaluate exposures, process renewals, and work with carriers in EPIC, Excel, and Word to ensure accurate policy details.

The role requires a current P&C license, strong communication, and the ability to manage multiple tasks in a fast-paced environment.