Personal Lines Client Manager

Insurancecenterinc; Tampa (FL); On-site; USD 48,000 - 66,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional for property & casualty accounts in a fast-paced environment. The role focuses on evaluating exposures, processing renewals, and delivering accurate coverage recommendations.

You will work with renewals, endorsements, proofs of insurance, and billing processes, leveraging EPIC and templates to communicate with clients and carriers. Strong attention to detail and teamwork are essential.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Responsibilities

• 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.
• Setup and maintain accurate account details, contacts, and policy information in EPIC.

Skills

Excel

Word

MS Office

Communication

Team player

Attention to detail

Problem solving

Education

HS Diploma or equivalent

Tools

EPIC

Comparative Rater

Job description

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

• With some guidance and/or direction,leadsclient service including ALL primary activities listed below.
• May deliver renewal messaging to some clients.
• Majorityof time spent on standard process steps.
  • Often auto-renewals.

Primary Responsibilities

• Evaluates exposures and renewal quote
• Review upcoming renewals anddeterminewhich accountswarrantremarket
• Make coverage recommendations,
• Utilize comparative rater tool to obtain quotes
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviewsbinding documents for accuracy

Other Responsibilities, as applicable

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgments,cancellationsand 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, changerequest, etc.
• Create activities in EPIC and assign to applicable teammember
• Maybe responsible forpulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience

• 3+ years’ experience in Personal Property and Casualty witha comprehensiveunderstandingof insurancecoverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas andworkingwithin templates. Must be skilled in Excel, Word, and other MS Office products.
• Maintains effective relationshipswithclient, co-workers, and colleagues.Viewedas a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvementsin placements and services.
• Has an understanding ofguaranteed cost program design and coverage forms.Able to provide consultationofcoverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-dayobjectiveswithin the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work,understandsthe urgency in various tasks, and consistentlymeetstimelines.
• Proficient in self-serve portals and manages client training andutilization.
• Follows a well-established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Abilityto work in a fast pacedenvironment with some instruction and a high degree of accuracy and attention to detail.

Education

• HS Diploma or equivalent

Physical Demands

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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. 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 accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationwould imposean undue hardship on the operation of our business.