Personal Lines Client Manager

World Insurance Associates LLC; Wakefield (MA); On-site; USD 60,000 - 75,000; Full time

Job summary

World Insurance Associates in Wakefield, MA is seeking a client service professional focused on renewal management and coverage reviews. The role supports account servicing, renewal messaging, and standard processing steps, with tasks including placing and reviewing quotes, and coordinating with carriers.

You will work with EPIC for account detail maintenance, process renewals, endorsements, and correspondence to clients and carriers.

Qualifications

• Minimum of 3+ years’ experience in Personal Property and Casualty insurance or equivalent.
• Must hold state Property & Casualty insurance license.
• Proficiency in MS Excel, Word, and related MS Office products.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review renewals and determine which accounts warrant remarket.
• Make coverage recommendations and obtain quotes using rater tools.
• Transact agency billing and notify carriers of binders.
• Review binding documents for accuracy and completeness.
• Maintain accurate account details, contacts, and policy information in EPIC.

Skills

Excel skills

Communication

Teamwork

Insurance knowledge

Education

HS Diploma

Tools

EPIC system

Excel

Word

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

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

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

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
• Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license

Essential Skills/Competencies

• Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
• Maintains effective relationships with client, co‑workers, and colleagues. Viewed as a team player and is cooperative and collaborative.
• Able to obtain firsthand customer information and use it for improvements in placements and services.
• Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
• Strong written, oral, and interpersonal communication skills. Sets to achieve day‑to‑day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
• Able to consistently perform/produce quality work, understand the urgency in various tasks, and consistently meet timelines.
• Proficient in self‑serve portals and manages client training and utilization.
• Follows a well‑established set of activities.
• Able to solve difficult problems that are not routine, but not overly complex.
• Ability to work in a fast paced environment 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 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.

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.